Jonathan MenzerCRD Number: 5968855
Current Firm: Pnc Investments
Jonathan Menzer (CRD# 5968855) is an Investment Advisor Representative working at Pnc Investments in Pittsburgh, PA and has over 5 years of experience in the finance industry.
Wealthcare Capital Management LLC
Lpl Financial LLC
C.b. Bond Financial Planning, Inc.
|Pnc Investments||Pittsburgh, PA||Jan 2016 - Current||1|
|Aquatorium Innovations Inc.||Monongahela, PA||Feb 2015 - Current||1|
|Arroas Haymakers Club||New Eagle, PA||Jan 2015 - Current||2|
|Sepsico, LLC||Millsboro, PA||Mar 2015 - Jan 2016||< 1|
|Timothy Sepsi||Moroeville, PA||Feb 2015 - Jan 2016||< 1|
|Various Insurance Carriers For W & R Insurance Agencies||Monongahela, PA||Nov 2011 - Jan 2016||4|
|Waddell & Reed, Inc.||Washington, PA||Aug 2011 - Jan 2016||4|
|Menzers Pool Service & Repair||Monongahela, PA||Jun 2003 - Jan 2016||12|
|United Parcel Service||Washington, PA||Dec 2012 - Dec 2012||< 1|
|Morgantown Cellar||Morgantown, WV||Aug 2008 - May 2011||2|
|University Of Miami Wellness Center||Coral Gables, FL||Aug 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2011|
|S65||NASAA Investment Advisors Law Examination||Dec 2013|
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- 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)
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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