Joshua Johnson
Investment adviser representative at PNC Wealth Management
14 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
14 years in the industry.
- PNC Wealth Management LLCSep 2025 to now
- PNC Investments LLCSep 2025 to now
- UnemployedJul 2025 to Sep 2025
- Charles Schwab & Co., Inc.Nov 2021 to Jul 2025
- Charles Schwab Bank, SsbNov 2021 to Jul 2025
- Wells Fargo Bank, NAOct 2019 to Nov 2021
- Wells Fargo Clearing Services, LLCOct 2019 to Nov 2021
- 49 FinancialMar 2019 to Oct 2019
- UnemployedJan 2019 to Apr 2019
- Wells FargoJul 2016 to Jan 2019
- University of North TexasAug 2012 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
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
- 7088619
- Firm CRD
- 129052