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Jorge Cantu

PNC Wealth Management
14 Years of Experience
Mcallen, TX
2 DisclosuresBroker
View SEC Summary
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Jorge Cantu is a registered investment advisor at PNC Wealth Management, based in Mcallen, TX, with 14 years of industry experience. Jorge 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

3900 North 10th Street, Mcallen, TX, 78501

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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
December 2015
Settled
Customer Dispute
January 2015
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
PNC Wealth Management
August 2021 - Present · 5 yrs 2 mos
PNC Wealth Management LLCBroker
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
PNC Managed Account Solutions, INC.
February 2016 - August 2021 · 5 yrs 6 mos
Bbva Securities INC.Broker
May 2013 - August 2021 · 8 yrs 3 mos
Bbva Compass Investment Solutions, INCBroker
September 2012 - May 2013 · 8 mos
Nylife Securities LLCBroker
July 2011 - April 2012 · 9 mos
State Registrations9 states
ARCOGAILMIMONMOHTX
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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