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Jack Wang

Financial Professional at PNC Wealth Management

Duluth, GACRD #4665571
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jack Wang is a financial professional associated with PNC Wealth Management in Duluth, GA, where they have been associated since 2025. They have worked in the securities industry since 2015 and have been registered with 3 firms, including PNC Investments and Wells Fargo Advisors, LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent).

Registrations & licenses

Registration type
Registration type not available
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/18/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 1/7/2009
Series 7
General Securities Representative Examination
Passed 7/22/2025
SIE
Securities Industry Essentials Examination
Passed 4/21/2025
Series 7
General Securities Representative Examination
Passed 9/16/2014
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/19/2008

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

PNC Wealth ManagementCurrent
9/19/2025 – Duluth, GA
PNC Investments
1/22/2016 – 11/1/2018Duluth, GA
Wells Fargo Advisors, LLC
8/14/2015 – 12/10/2015Roswell, GA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. PNC Bank
    Dec 2015 – Aug 2026Duluth, GA
  2. PNC Investments LLC
    Dec 2015 – Oct 2018Pittsburgh, PA
  3. PNC Investments LLC
    May 2025 – Aug 2026Duluth, GA
  4. Wells Fargo Clearing Services, LLC
    Aug 2026 – no end date reportedRoswell, GA
  5. Wells Fargo BANK, NA
    Aug 2026 – no end date reportedRoswell, GA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About PNC Wealth Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
1,136
Offices listed on AdvisorFinder:
26
Main office:
Pittsburgh, PA
SEC file number:
801-66195

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 14, 2026

View full firm profile

Other advisors at PNC Wealth Management

Showing 12 of 1,136 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jack Wang has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jack Wang (PNC Wealth Management) - Fees & Credentials