Jeffrey Chio (CRD# 5581972) is an Investment Advisor Representative working at Pnc Investments in Maumee, OH and has over 15 years of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Toledo, OH | Feb 2015 - Current | 9 |
| Pnc Investments | Perrysburg, OH | Apr 2013 - Feb 2015 | 1 |
| Pnc Bank | Perrysburg, OH | Apr 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2008 |
- IN
- MI
- OH
-
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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