Jonathan Germano, financial advisor Ashburn VA
78 score

Jonathan Germano

CRD Number: 6150747
Current Firm: Pnc Investments

Jonathan Germano (CRD# 6150747) is an Investment Advisor Representative working at Pnc Investments in Ashburn, VA and has over 3 years of experience in the finance industry.

Similar Advisors
Jim David, financial advisor Ashburn VA
Jim David
CRD# 4092356
David Wealth Management, LLC
Score
108
Similar Advisors
Michael Treanor, financial advisor Ashburn VA
Michael A. Treanor
CRD# 5446267
Aegis Wealth Management LLC
Score
107
Similar Advisors
John Hensley, financial advisor Ashburn VA
John K. Hensley
CRD# 1316159
Palatine Advisors, Inc.
Score
106
Company Name Location Dates Years
Pnc Bank Ashburn, VA Jun 2015 - Current 1
Pnc Investments Ashburn, VA Jun 2015 - Current 1
Wells Fargo Advisors, LLC Fairfax, VA Mar 2014 - Jun 2015 1
Wells Fargo Bank, Na Fairfax, VA Mar 2014 - Jun 2015 1
Td Bank Fairfax, VA Aug 2013 - Mar 2014 < 1
Axa Advisors, LLC New York, NY Mar 2013 - Jul 2013 < 1
Infiniti Of Chantilly Chantilly, VA Jun 2012 - Mar 2013 < 1
Honda Of Dulles Sterling, VA Jun 2011 - Jun 2012 1
Bmw Of Sterling Sterling, VA Feb 2011 - Jun 2011 < 1
Burnetts Automotive Murfreesboro, TN Feb 2010 - Feb 2011 1
Executive Sports Monroeville, PA Nov 2008 - Feb 2010 1
Ace Of Shine Smyrna, TN Apr 2004 - Oct 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jonathan Germano
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
78

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.