Jonathan Valdez, financial advisor Tampa FL

Jonathan Valdez

CRD Number: 5423753
Current Firm: Pnc Investments

Jonathan Valdez (CRD# 5423753) is an Investment Advisor Representative working at Pnc Investments in Tampa, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Feb 2019 - Current 5
J.p. Morgan Securities LLC New York, NY Oct 2012 - Feb 2019 6
Jp Morgan Chase Bank New York, NY Sep 2007 - Feb 2019 11
Selig Enterprises/aaa Parking Doral, FL Dec 2014 - Jul 2015 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Jonathan Valdez
Phone Number: 800-762-6111
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    21,630
    MILLIONS
  • Total Number of Accounts
    152,386
    ACCOUNTS
  • Average Account Value
    $141,941
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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