Michael
Jones

Pnc Investments

CRD#5458737
Investment Advisor
in Charlotte, NC

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About this Advisor

Michael Jones is a financial advisor working out of Charlotte, North Carolina, with a total of 11 years of industry experience. Jones works at Pnc Investments. Throughout their career, Jones has worked at Pnc Bank and Pnc Investments. Jones has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Indiana and Ohio. Pnc Investments is a company based out of Pittsburgh, PA. The company has offices in 583 locations and a total of 1,218 financial advisors. It oversees $22 billion in assets under management across its 152,386 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 203 charities and foundations. Of its 152,386 customer accounts, just 1% belong to high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees vary depending on which services are provided. Fees charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

2000 Randolph Road
Charlotte, NC 28207

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Pnc Investments Brokerage Details

Total Assets Under Management

$21,629,770,547

NC Average: $15,833,994,310
Total Number of Employees

1,218

NC Average: 41
Total Number of Accounts

152,386

NC Average: 3,342
Average Account Size

$141,941

NC Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Michael Jones Work History

Michael has been registered as a financial advisor for 11 years.*

2018 - Present (6 years)

Pnc Investments

2015 - 2018 (3 years)

Pnc Investments

2011 - 2015 (4 years)

Pnc Bank

2011 - 2015 (4 years)

Pnc Investments

*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 Michael 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

Christopher Todd
Cleveland, OH
Joseph Geronimo
Pittsburgh, PA
Justin Fornataro
Pittsburgh, PA
Matthew Ramer
Auburn, IN
Tom Hornak
Avon, IN
Daphne Warner
Dayton, OH
Dennis Lacey
Emerson, NJ
Robert Burns
Pittsburgh, PA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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