Jeffrey ChioCRD Number: 5581972
Current Firm: Pnc Investments
Jeffrey Chio (CRD# 5581972) is an Investment Advisor Representative working at Pnc Investments in Swanton, OH and has over 8 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Pnc Investments||Toledo, OH||Feb 2015 - Current||1|
|Pnc Investments||Perrysburg, OH||Apr 2013 - Feb 2015||1|
|Pnc Bank||Perrysburg, OH||Apr 2013 - Feb 2015||1|
|Unemployed||Oak Harbor, OH||Oct 2012 - Apr 2013||< 1|
|Edward Jones||St Louis, MO||Aug 2008 - Oct 2012||4|
|Self Employed||Oak Harbor, OH||Dec 2005 - Aug 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
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