John Held (CRD# 6004663) is an Investment Advisor Representative working at Pnc Investments in Jupiter, FL and has over 12 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5575170
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Tequesta, FL | Jul 2014 - Current | 9 |
| Pnc Investments | Pittsburgh, PA | Nov 2011 - Jul 2014 | 2 |
| Pnc Bank | Palm Beach, FL | Nov 2011 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2012 |
- FL
-
Total Assets Under Management23,896MILLIONS
-
Total Number of Accounts152,189ACCOUNTS
-
Average Account Value$157,014
- A percentage of assets under your management
- 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)
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