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Brian Jones

PNC Wealth Management
27 Years of Experience
Wellington, FL
1 DisclosureBroker
View SEC Summary
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Brian Jones is a registered investment advisor at PNC Wealth Management, based in Wellington, FL, with 27 years of industry experience. Brian 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

12850 Forest Hill Boulevard, Wellington, FL, 33414

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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 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Brian owns rental property since 2011. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
PNC Wealth Management
July 2013 - Present · 13 yrs 3 mos
PNC Wealth Management LLCBroker
July 2013 - Present · 13 yrs 3 mos
Previous Registrations
Amerivest Investment Management, LLC
April 2009 - July 2013 · 4 yrs 3 mos
TD Ameritrade, INC.
April 2009 - July 2013 · 4 yrs 3 mos
TD Ameritrade, INC.Broker
March 2009 - July 2013 · 4 yrs 4 mos
Strategic Advisers, INC.
October 2005 - February 2009 · 3 yrs 4 mos
Fidelity Brokerage Services LLCBroker
December 1998 - February 2009 · 10 yrs 2 mos
State Registrations15 states
ALFLGAILMAMONCNJNYOHPASCTNVAWV
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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