Jacob Earl Lusby
Investment adviser representative at PNC Wealth Management
15 yearsExperience
1 stateRegistered in
$30.3BFirm assets
23 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- PNC Wealth Management LLCApr 2025 to now
- PNC Investments LLCApr 2025 to now
- Freedom AcademySep 2022 to Aug 2024
- Fulton BankMar 2022 to Apr 2025
- Fulton Financial AdvisorsMar 2022 to Apr 2025
- Raymond James Financial Services AdvisorsMar 2022 to Apr 2025
- Raymond James Financial Services IncMar 2022 to Apr 2025
- Citizens Securities, Inc.Jan 2018 to Mar 2022
- Thrive Insurance Group, LLCMay 2017 to Jan 2018
- Thrive Capital Management, LLCMar 2017 to Jan 2018
- Thrive Financial ServicesFeb 2017 to Jan 2018
- Cco Investment Services CorporationSep 2014 to Feb 2017
- Citizens Securities, Inc.Sep 2011 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 5294339
- Firm CRD
- 129052