Robert
Jones
Pnc Investments
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About this Advisor
Robert Jones is a financial advisor operating in Cape May Court House, New Jersey who has 2 years of industry experience. Jones is on the advisory team at Pnc Investments. During their career, Jones has held roles at Wells Fargo Advisors, LLC, Td Bank, Wells Fargo Clearing Services, LLC and Pnc Investments. Jones has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey. Pnc Investments is a financial advisory firm operating out of Pittsburgh, PA. It has offices in 583 locations and a total of 1,218 financial advisors. It handles $22 billion in assets between its 152,386 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 203 charities and foundations. Of its 152,386 customer accounts, just 1% belong to high-net-worth individuals who have at least $1 million in assets. The business offers a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees are based on the financial services. Fees billed by Pnc Investments typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pnc Investments Brokerage Details
$21,629,770,547
1,218
152,386
$141,941
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Robert Jones Work History
Robert has been registered as a financial advisor for 2 years.*
Pnc Investments
Wells Fargo Advisors, LLC
Wells Fargo Clearing Services, LLC
Td Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pnc Investments
Auburn, IN
Cleveland, OH
Pittsburgh, PA
Pittsburgh, PA
Avon, IN
Dayton, OH
Emerson, NJ
Bernardsville, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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