Jacob Earl Lusby Jr
Investment Adviser Representative at PNC Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Earl Lusby Jr. is an investment adviser representative with PNC Wealth Management in Media, PA, where they have been registered since 2025. They have worked in the securities industry since 2010 and have been registered with 5 firms, including Raymond James Financial Services Advisors, Inc and Citizens Investment Services. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
- Broker:
7 states and territories
Delaware, Florida, Maine, Maryland, New Jersey, Pennsylvania, South Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Citizens Securities, Inc.Sep 2011 – Feb 2017Phoenixville, PA
- Citizens Securities, Inc.Apr 2013 – Feb 2017Phoenixville, PA
- Thrive Financial ServicesFeb 2017 – Jan 2018Parkesburg, PA
- Thrive Capital Management, LLCMar 2017 – Jan 2018Fort Washington, PA
- CCO Investment Services CorporationSep 2014 – Feb 2017Phoenixvillenewar, PA
- Thrive Insurance Group, LLCMay 2017 – Jan 2018Fort Washington, PA
- Citizens Securities, Inc.Jan 2018 – Mar 2022West Chester, PA
- Raymond James Financial Services IncMar 2022 – Apr 2025Newark, DE
- Raymond James Financial Services AdvisorsMar 2022 – Apr 2025Newark, DE
- Fulton BankMar 2022 – Apr 2025Newark, DE
- Fulton Financial AdvisorsMar 2022 – Apr 2025Newark, DE
- Freedom AcademySep 2022 – Aug 2024Christiana, PA
- PNC Investments LLCApr 2025 – no end date reportedMedia, PA
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
Client types the firm serves
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 profileOther advisors at PNC Wealth Management
Showing 12 of 1,136 in the directory
Similar advisors in Media, PA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Earl Lusby Jr 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched