Jason Armstrong, financial advisor Cleveland OH

Jason Armstrong

CRD Number: 6074517
Current Firm: Pnc Investments

Jason Armstrong (CRD# 6074517) is an Investment Advisor Representative working at Pnc Investments in Cleveland, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Cleveland, OH Sep 2020 - Current 3
Pnc Investments Cleveland, OH Apr 2018 - Sep 2020 2
Pnc Investments Cleveland, OH Nov 2016 - Apr 2018 1
Pnc Investments Cleveland, OH Oct 2015 - Nov 2016 1
Pnc Investments Cleveland, OH Jun 2014 - Oct 2015 1
Pnc Bank Cleveland, OH Jun 2014 - Oct 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2014
S65 NASAA Investment Advisors Law Examination Jan 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jason E. Armstrong
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • IN
  • OH
By the Numbers
  • Total Assets Under Management
    23,896
    MILLIONS
  • Total Number of Accounts
    152,189
    ACCOUNTS
  • Average Account Value
    $157,014
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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