Jeffery Spangler, financial advisor Deerfield IL
93 score

Jeffery Spangler

CRD Number: 4517438
Current Firm: Pnc Investments

Jeffery Spangler (CRD# 4517438) is an Investment Advisor Representative working at Pnc Investments in Deerfield, IL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Chicago, IL Jun 2014 - Current 2
Fifth Third Securities Chicago, IL Mar 2014 - Jun 2014 < 1
Fifth Third Bank Chicago, IL Feb 2014 - Jun 2014 < 1
Unemployed Chicago, IL Jan 2014 - Feb 2014 < 1
Citigroup Global Markets Inc. Evanston, IL May 2007 - Dec 2013 6
Citicorp Investment Services Highland Park, IL May 2004 - Oct 2007 3
Citibank Highland Park, IL Apr 2004 - Oct 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
S63 Uniform Securities State Law Examination May 2002
Contact Info for Jeffery N. Spangler
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • IL
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
93
Clean Record
This advisor has a clean track record with regulators.

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