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Jason Berry

PNC Wealth Management
27 Years of Experience
Scranton, PA
1 DisclosureBroker
View SEC Summary
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Jason Berry is a registered investment advisor at PNC Wealth Management, based in Scranton, PA, with 27 years of industry experience. Jason 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

201 Penn Avenue, Scranton, PA, 18503

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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
January 2006
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
PNC Wealth Management
July 2005 - Present · 21 yrs 3 mos
PNC Wealth Management LLCBroker
July 2005 - Present · 21 yrs 3 mos
Previous Registrations
Community Investment Services, INC.Broker
June 2002 - July 2005 · 3 yrs 1 mo
Prudential Securities IncorporatedBroker
May 1999 - June 2002 · 3 yrs 1 mo
State Registrations14 states
CODEFLILMAMONJNYOHPASCTXVAWV
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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