Maximilian Cooper taylor Jackson
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 LLCJan 2026 to now
- PNC Financial ServicesOct 2024 to Jan 2026
- Fair Share Cincy PacMar 2024 to Jul 2024
- Fidelity InvestmentsApr 2022 to Jan 2024
- UnemployedNov 2021 to Apr 2022
- Keep Kearney On CouncilMar 2021 to Nov 2021
- Office of Council Member Jan-michele Lemon KearneyMay 2020 to Mar 2021
- UnemployedMar 2020 to Mar 2021
- Nicola's Ristorante (nicolas Inc)Mar 2019 to Sep 2020
- Tellers of Hyde Park LtdJan 2019 to Mar 2019
- Hamilton County Democratic PartyJul 2018 to Nov 2018
- Eli's Bbq (chalres A Simmons Sole Mbr)Oct 2017 to Jan 2019
- UnemployedAug 2016 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7539568
- Firm CRD
- 129052