Juan Velazquez
Investment adviser representative at PNC Wealth Management
10 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
10 years in the industry.
- PNC Wealth Management LLCOct 2024 to now
- PNC Investments LLCSep 2024 to now
- Bank of America N.A.Jun 2023 to Oct 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2023 to Oct 2024
- UnemployedOct 2022 to Mar 2023
- Valic Financial AdvisorsApr 2022 to Oct 2022
- AIGAug 2021 to Oct 2022
- James D Edgeworth & Assc., LLCApr 2020 to Sep 2020
- Amerant BankJan 2020 to Mar 2020
- Valet LivingJun 2017 to Oct 2022
- Infiniteyou Life Insurance SolutionsJun 2016 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7242266
- Firm CRD
- 129052