Jake Spruiell, financial advisor Laredo TX

Jake Spruiell

CRD Number: 3145657
Current Firm: Pnc Investments

Jake Spruiell (CRD# 3145657) is an Investment Advisor Representative working at Pnc Investments in Laredo, TX and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Managed Account Solutions, Inc. Laredo, TX Sep 2021 - Current 2
Pnc Investments Laredo, TX Aug 2021 - Current 2
Bbva Securities Inc. Laredo, TX May 2013 - Aug 2021 8
Bbva Wealth Solutions Inc. Laredo, TX Oct 2010 - Aug 2021 10
Bbva Compass Insurance Agency, Inc. Austin, TX Aug 2010 - Aug 2021 11
Compass Bank Birmingham, AL Jul 2010 - Aug 2021 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
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 Jake N. Spruiell
Phone Number: 800-762-6111
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    21,630
    MILLIONS
  • Total Number of Accounts
    152,386
    ACCOUNTS
  • Average Account Value
    $141,941
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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