Jonathan Bjoring, financial advisor Washington DC
93 score

Jonathan Bjoring

CRD Number: 3181757
Current Firm: Pnc Investments

Jonathan Bjoring (CRD# 3181757) is an Investment Advisor Representative working at Pnc Investments in Washington, DC and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Dec 2009 - Current 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington, DC Oct 2009 - Dec 2009 < 1
Banc Of America Investment Services, Inc. Washington, DC Jan 2009 - Dec 2009 < 1
Banc Of America Insurance Services, Inc. Washington, DC Jan 2009 - Dec 2009 < 1
Wachovia Securities, LLC Mclean, VA Jun 2003 - Jan 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Jonathan E. Bjoring
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • DC
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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