Johnathon
James
Pnc Investments
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About this Advisor
Johnathon James is a financial advisor who works in Pearland, Texas with a total of 1 year of relevant experience. James currently works for Pnc Investments. During their career, James has held roles at Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, Advancial Credit Union, Cvs, Houston Community College, Target, Heb Grocery Company, U.S. Census Bureau, Thomas Edison State University, Prairie View A&M University, Adonis Lee Interest Corporation, Varisty Tutors, Usaa Financial Advisors Inc, Peyton Resource Group, Usaa Investment Services Company, Truist Investment Services, Inc, Truist Advisory Services, Inc, Avantax Investment Services, Inc, Avantax Advisory Services, Pnc Investments LLC and Bb&T Securities, LLC. James holds Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to work in Texas. 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 advisors. It controls $22 billion in assets among its 152,386 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 203 charitable organizations. Of its 152,386 client accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Pnc Investments provides a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice usually are based on the type of financial services. However, 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
Johnathon James Work History
Johnathon has been registered as a financial advisor for 1 years.*
Pnc Investments LLC
Truist Investment Services, Inc
Truist Advisory Services, Inc
Avantax Investment Services, Inc
Avantax Advisory Services
Usaa Financial Advisors Inc
Peyton Resource Group
Usaa Investment Services Company
Bb&T Securities, LLC
Varisty Tutors
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
U.S. Census Bureau
Adonis Lee Interest Corporation
Thomas Edison State University
Heb Grocery Company
Cvs
Target
Prairie View A&M University
Advancial Credit Union
Houston Community College
*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 Johnathon James 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
Pittsburgh, PA
Lansing, MI
South Lyon, MI
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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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.
