JS
JS

John Stanton

17 Years of Experience
Raleigh, NC
Broker

John Stanton is a registered investment advisor at PNC Wealth Management, based in Raleigh, NC, with 17 years of industry experience. John 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

8809 Six Forks Rd, Raleigh, NC, 27615

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
PNC Wealth Management
February 2024 - Present · 2 yrs 5 mos
PNC Wealth Management LLCBroker
February 2024 - Present · 2 yrs 5 mos
Previous Registrations
LPL Financial LLC
May 2022 - March 2024 · 1 yr 10 mos
LPL Financial LLCBroker
May 2022 - March 2024 · 1 yr 10 mos
CUNA Brokerage Services, INC.
November 2015 - May 2022 · 6 yrs 6 mos
CUNA Brokerage Services, INC.Broker
November 2015 - May 2022 · 6 yrs 6 mos
Citizens Securities, INC.
October 2014 - July 2015 · 9 mos
Citizens Securities, INC.Broker
October 2014 - July 2015 · 9 mos
PNC Investments
May 2012 - September 2014 · 2 yrs 4 mos
PNC InvestmentsBroker
May 2012 - September 2014 · 2 yrs 4 mos
Key Investment Services LLCBroker
May 2011 - January 2012 · 8 mos
PNC InvestmentsBroker
November 2009 - January 2011 · 1 yr 2 mos
PNC Investments
November 2009 - January 2011 · 1 yr 2 mos
Natcity Investments, INC.Broker
September 2008 - November 2009 · 1 yr 2 mos
Natcity Investments, INC.
September 2008 - November 2009 · 1 yr 2 mos
UBS Financial Services INC.Broker
January 2006 - May 2007 · 1 yr 4 mos
UBS Financial Services INC.
January 2006 - May 2007 · 1 yr 4 mos
State Registrations3 states
FLNCSD
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.