Jason Abbamonte
Jason Abbamonte is a CFP-designated registered investment advisor at PNC Wealth Management, based in Dallas, TX, with 16 years of industry experience. Jason 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $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
Location
6322 Gaston Avenue, Dallas, TX, 75214
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2021Other Business Activities
Jason owns rental property, a non-investment related activity. This requires minimal time.
Employment History
Current Registrations
PNC Wealth Management LLCBroker
PNC Wealth Management
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
New Millennium Group
Dowling & Yahnke, LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations4 states
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.