Jason Armstrong, financial advisor Cleveland OH
63 score

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 2 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Cleveland, OH Oct 2015 - Current 1
Pnc Investments Cleveland, OH Jun 2014 - Oct 2015 1
Pnc Bank Cleveland, OH Jun 2014 - Oct 2015 1
J.p. Morgan Securities LLC Cleveland, OH Oct 2012 - Apr 2014 1
Jp Morgan Chase Bank Cleveland, OH Aug 2011 - Apr 2014 2
Chase Investment Services Corp Cleveland, OH May 2012 - Oct 2012 < 1
Verizon Wireless Strongsville, OH Jul 2008 - Aug 2011 3
Yellowbook Usa Strongsville, OH Oct 2007 - Jul 2008 < 1
Target Parma, OH Mar 2007 - Oct 2007 < 1
Argent Mortgage Cleveland, OH Apr 2006 - Jun 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2015
S63 Uniform Securities State Law Examination Sep 2014
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:
  • Employer Dispute
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
    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

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BADGES
63

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