Jason Michael Abbamonte
Investment adviser representative at PNC Wealth Management
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$30.3BFirm assets
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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
14 years in the industry.
- PNC Wealth Management LLCDec 2022 to now
- PNC Investments LLCNov 2022 to now
- Citizens Securities, Inc.Jul 2022 to Nov 2022
- New Millennium GroupJun 2022 to Jul 2022
- Dowling & Yahnke, LLCMar 2022 to May 2022
- Charles Schwab BankFeb 2010 to Mar 2022
- Charles Schwab & Co., Inc.May 2008 to Mar 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2010
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
- 5535997
- Firm CRD
- 129052