Rebecca Jacklin, financial advisor Indianapolis IN

Rebecca Jacklin

CRD Number: 4557830
Current Firm: Pnc Capital Advisors LLC

Rebecca Jacklin (CRD# 4557830) is an Investment Advisor Representative working at Pnc Capital Advisors LLC in Indianapolis, IN and has over 21 years of experience in the finance industry. Rebecca Jacklin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Pnc Capital Markets, LLC Pittsburgh, PA Feb 2020 - Current 4
Pnc Bank Pittsburgh, PA Feb 2020 - Current 4
Pnc Capital Advisors, LLC Indianapolis, IN Sep 2014 - Mar 2020 5
Pnc Funds Distributor, LLC Indianapolis, IN Jan 2016 - Feb 2020 4
Pnc Bank, Na Indianapolis, IN Feb 2014 - Sep 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Rebecca W. Jacklin
Phone Number: (216) 222-3921
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    34,266
    MILLIONS
  • Total Number of Accounts
    498
    ACCOUNTS
  • Average Account Value
    $68,806,346
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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, VT, WA, WI, WV

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