Jason Thomas Wilkes
Investment Adviser Representative at PNC Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jason Thomas Wilkes is an investment adviser representative with PNC Wealth Management in Birmingham, AL, where they have been registered since 2021. They have worked in the securities industry since 2005 and have been registered with 4 firms, including PNC Managed Account Solutions, Inc. and Cetera Investment Advisers LLC. They have passed 8 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Alabama.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Alabama
- Broker:
1 state or territory
Alabama
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.
- Scottrade, Inc.Sep 2004 – Mar 2018Hoover, AL
- BBVA Securities Inc.Jul 2018 – Sep 2021Birmingham, AL
- Compass BankJun 2018 – Sep 2021Birmingham, AL
- Regions Investment SolutionsApr 2018 – Jun 2018Hoover, AL
- BBVA Wealth Solutions Inc.Jul 2018 – Sep 2021Birmingham, AL
- PNC InvestmentsSep 2021 – no end date reportedBirmingham, AL
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
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Thomas Wilkes 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.
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