Jonathan David Lall
Investment adviser representative at Pcg Wealth Management
25 yearsExperience
2 statesRegistered in
$931.1MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Pcg Wealth ManagementJan 2018 to now
- Pcg Wealth Advisors, LLC (dba: Pcg Wealth Management)Jan 2018 to now
- LPL Financial, LLCFeb 2017 to now
- V Wealth Advisors LLCFeb 2017 to Dec 2017
- Herman LallJan 2015 to Feb 2017
- Various Insurance Carriers for W & R Insurance AgenciesMar 2002 to Feb 2017
- Waddell & Reed IncDec 2001 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Pcg Wealth Management
Legal name: Pcg Wealth Advisors, LLC
$931.1MAssets managed
1,959Clients
18Advisers
8 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
- 4504059
- Firm CRD
- 290977