Jacob
Biltz

Pnc Investments

CRD#5850600
Investment Advisor
in Bridgeville, PA

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About this Advisor

Jacob Biltz is a financial advisor based in Bridgeville, Pennsylvania, who has 2 years of relevant experience. Biltz currently works for Pnc Investments. The advisor has gained experience at Lpl Financial, LLC, First National Bank Of Pa, Cetera Investment Advisors LLC, Cetera Investment Services LLC, Bb&T Investment Services, Inc, Scottrade, Axa Advisors, LLC and Pnc Investments. Biltz has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania. Pnc Investments is a company that has its headquarters in Pittsburgh, PA. The company has offices in 583 locations and a total of 1,218 advisors. It controls $22 billion in assets under management among its 152,386 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 203 charities and foundations. Of its 152,386 customer accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Pnc Investments has a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually depend on the type of services. However, fees charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

Bridgeville, PA

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Pnc Investments Brokerage Details

Total Assets Under Management

$21,629,770,547

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

1,218

PA Average: 41
Total Number of Accounts

152,386

PA Average: 3,342
Average Account Size

$141,941

PA 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

Jacob Biltz Work History

Jacob has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Pnc Investments

2018 - 2020 (2 years)

Axa Advisors, LLC

2015 - 2018 (3 years)

Scottrade

2014 - 2014 (< 1 year)

Cetera Investment Advisors LLC

2014 - 2014 (< 1 year)

Cetera Investment Services LLC

2014 - 2015 (1 year)

Bb&T Investment Services, Inc

2011 - 2014 (3 years)

Lpl Financial, LLC

2011 - 2014 (3 years)

First National Bank Of Pa

*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 Jacob Biltz 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

Justin Fornataro
Pittsburgh, PA
Matthew Ramer
Auburn, IN
Nicholas Sarnacki
South Lyon, MI
Robert Burns
Pittsburgh, PA
Tom Hornak
Avon, IN
Daphne Warner
Dayton, OH
Dennis Lacey
Emerson, NJ
Eric Palomo
Cleveland, OH

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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