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Jeffrey Reed

PNC Wealth Management
37 Years of Experience
Cherry Hill, NJ
1 DisclosureBroker
View SEC Summary
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Jeffrey Reed is a registered investment advisor at PNC Wealth Management, based in Cherry Hill, NJ, with 37 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 164,105 clients with $30B in assets under management.

PNC Wealth Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
1167 advisors
Number of Clients
164,105 clients
Average Client Portfolio
$184K average
Assets Under Management
$30.3B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.85%

An annual fee of 0.85% applies to all accounts regardless of size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

200 Lake Drive East, 3rd Floor, Cherry Hill, NJ, 08002

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2016
Withdrawn
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
PNC Wealth Management
December 2007 - Present · 18 yrs 10 mos
PNC Wealth Management LLCBroker
December 2007 - Present · 18 yrs 10 mos
Previous Registrations
Primevest Financial Services, INC.
September 2006 - November 2007 · 1 yr 2 mos
Bancnorth Investment Group, INC.Broker
May 2006 - November 2007 · 1 yr 6 mos
Essex National Securities, INC.Broker
January 1999 - May 2006 · 7 yrs 4 mos
Summit Financial Services Group, INC.Broker
October 1998 - December 1998 · 2 mos
Fiserv Investor Services, INC.Broker
October 1997 - October 1998 · 1 yr
Mds Securities IncorporatedBroker
October 1996 - October 1997 · 1 yr
Uslife Equity Sales CORP.Broker
September 1994 - September 1996 · 2 yrs
PFS Investments INC.Broker
August 1988 - August 1994 · 6 yrs
State Registrations15 states
CACODEFLGAMDMENCNJNMPASCTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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