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Jason Armstrong

PNC Wealth Management
13 Years of Experience
Cleveland, OH
1 DisclosureBroker
View SEC Summary
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Jason Armstrong is a registered investment advisor at PNC Wealth Management, based in Cleveland, OH, with 13 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

Cleveland Main Pnc Investments, 1900 East 9th Street, Cleveland, OH, 44114

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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.
Employment Separation After Allegations
April 2014
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
PNC Wealth Management
October 2014 - Present · 12 yrs
PNC Wealth Management LLCBroker
July 2014 - Present · 12 yrs 3 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - May 2014 · 1 yr 7 mos
Chase Investment Services CORP.Broker
August 2012 - October 2012 · 2 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTXUTVAVTWAWIWVWY
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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