CJ
CJ

Creig Jardine

29 Years of Experience
Deland, FL
2 DisclosuresBroker

Creig Jardine is a registered investment advisor at PNC Wealth Management, based in Deland, FL, with 29 years of industry experience. Creig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities. Their firm serves 157,536 clients with $27B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1116 advisors
Number of Clients
157,536 clients
Average Client Portfolio
$168K average
Assets Under Management
$26.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $4.0M1.00%
$4M+1.00%

Fees negotiable for accounts over $4,000,000. From time-to-time, we offer discounted pricing programs at our discretion. For example, current employees of PNCWM and their immediate family members are eligible for employee pricing.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

111 Endicott Way, Deland, FL, 32724

Get directions

History

Regulatory History (2)
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
July 2012
Settled
Customer Dispute
March 2012
Closed-No Action
Employment History
Current Registrations
PNC Wealth Management
December 2010 - Present · 15 yrs 5 mos
PNC Wealth Management LLCBroker
December 2010 - Present · 15 yrs 5 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
October 2000 - December 2010 · 10 yrs 2 mos
Wells Fargo Advisors, LLC
October 2000 - December 2010 · 10 yrs 2 mos
First Union Brokerage Services, INC.Broker
January 1997 - October 2000 · 3 yrs 9 mos
Chatfield Dean & CO., INC.Broker
June 1995 - October 1995 · 4 mos
State Registrations14 states
FLGAINKYMAMDNCNYOHOKPAVAWAWI
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.