Jonathan Barham
Investment adviser representative at PNC Wealth Management
11 yearsExperience
1 stateRegistered in
$30.3BFirm assets
23 yearsFirm in business
Are you Jonathan Barham? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- PNC Wealth Management LLCSep 2023 to now
- PNC Investments LLCSep 2023 to now
- LPL Financial LLCJan 2022 to Sep 2023
- Texas Dow Employee Credit UnionJan 2022 to Sep 2023
- Comerica SecuritiesApr 2020 to Jan 2022
- JP Morgan Securities, LLCNov 2017 to Apr 2020
- Edward JonesJan 2015 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
PNC Wealth Management
$30.3BAssets managed
164,105Clients
1,167Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2928119
- Firm CRD
- 129052