Jeb Wagner, financial advisor Millersville PA
93 score

Jeb Wagner

CRD Number: 5470866
Current Firm: Pnc Investments

Jeb Wagner (CRD# 5470866) is an Investment Advisor Representative working at Pnc Investments in Millersville, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments LLC Pittsburgh, PA Sep 2013 - Current 3
Pnc Bank Strasburg, PA Sep 2013 - Current 3
Mml Investors Services LLC Lancaster, PA Feb 2012 - Sep 2013 1
Mass Mutual Life Insurance Company Lancaster, PA Jan 2012 - Sep 2013 1
Unemployed Lancaster, PA Apr 2010 - Dec 2011 1
Ing Financial Partners, Inc. Lititz, PA May 2009 - Mar 2010 < 1
Unemployed Lancaster, PA Jan 2009 - May 2009 < 1
Edward Jones St. Louis, MO Jan 2008 - Jan 2009 1
Pa House Of Representatives Harrisburg, PA Aug 2005 - Dec 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2013
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Jeb S. Wagner
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • PA
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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