Jose Alberto Betancourt
Investment adviser representative at PNC Wealth Management
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- PNC Wealth Management LLCJan 2023 to now
- PNC Investments LLCJan 2023 to now
- Wells Fargo Clearing Services, LLCMar 2017 to Jan 2023
- Morgan Stanley Private Bank, National AssociationFeb 2015 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (NM, 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
- 5986566
- Firm CRD
- 129052