Jason
Fowkes

Pnc Investments

CRD#4723962
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Jason Fowkes is a financial advisor operating in Pittsburgh, Pennsylvania who has 6 years of relevant experience. Fowkes is an advisor for Pnc Investments. During their career, the advisor has held roles at Cco Investment Services, Citizens Bank, Citizens Securities, Inc, Citizens Securities Inc and Pnc Investments. Fowkes holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to work in Pennsylvania. Pnc Investments is a registered investment company headquartered in Pittsburgh, PA. The investment advisory business has offices in 583 locations and a total of 1,218 people on staff. It administers $22 billion in assets across 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 charitable organizations. Of its 152,386 customer accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in investable assets. Pnc Investments offers a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees largely depend on which services the firm provides the client. However, fees charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 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

249 Fifth Avenue Floor 29
Pittsburgh, PA 15222

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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

Jason Fowkes Work History

Jason has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Pnc Investments

2017 - 2017 (< 1 year)

Citizens Securities Inc

2017 - 2017 (< 1 year)

Citizens Bank

2015 - 2017 (2 years)

Citizens Securities, Inc

2013 - 2015 (2 years)

Cco Investment Services

2013 - 2015 (2 years)

Citizens 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 Jason Fowkes 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

Abby Smith
Pittsburgh, PA
Gregory Blake
Pittsburgh, PA
Christopher Todd
Cleveland, OH
Joseph Geronimo
Pittsburgh, PA
Tom Hornak
Avon, IN
Daphne Warner
Dayton, OH
Dennis Lacey
Emerson, NJ
Nicholas Sarnacki
South Lyon, MI

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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