James CunninghamCRD Number: 6087171
Current Firm: Pnc Investments
Compensation Model: Both
James "Jay" Cunningham (CRD# 6087171) is an Investment Advisor Representative working at PNC Investments in Wauwatosa, WI and has over 3 years of experience in the finance industry.
Jay earned a bachelor's degree in economics and a minor in business from Texas A&M University.
As a Financial Advisor with PNC Investments, Jay is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals, and risk tolerance. Having obtained the Chartered Mutual Fund Counselor (CMFC®) designation Jay's mission is to provide every client with targeted, comprehensive financial advice delivered with the highest level of personal service and professional integrity using resources from investments, banking, and insurance.
Away from the office, Jay enjoys playing golf, hiking, kayaking, shooting sporting clays, and reading. Jay and his wife, Melissa Cunningham live in Germantown WI, where they attend LifeChurch and are actively involved in the community.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Pnc Investments||Brookfield, WI||Jan 2015 - Current||2|
|Wells Fargo Fund Distributor, LLC||Menomonee Falls, WI||May 2013 - Jan 2015||1|
|Bank Of America, N.a.||Waukesha, WI||Dec 2012 - May 2013||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Waukesha, WI||Jun 2012 - May 2013||< 1|
|Pinnacle Security||Grand Prairie, TX||Mar 2011 - Oct 2011||< 1|
|Elite Security||Grand Prairie, TX||Nov 2009 - Mar 2011||1|
|Texas A&m University||College Station, TX||May 2007 - May 2010||3|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Aug 2012|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
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
Not FDIC Insured - Not Bank Guaranteed - Not A Deposit - Not Insured by Any Federal Government Agency - May Lose Value
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.