Jonathan Thomas
Investment Adviser Representative at PNC Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan Thomas is an investment adviser representative with PNC Wealth Management in Livonia, MI, where they have been registered since 2026. They have worked in the securities industry since 2020 and have been registered with 5 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Secure Asset Management, L.L.C. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Michigan.
Registrations & licenses
- Investment adviser:
- Michigan
- Broker:
1 state or territory
Michigan
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.
- WabcoOct 2016 – Apr 2019Auburn Hills, MI
- Northwestern Mutual Life Insurance CompanyApr 2019 – Nov 2019Milwaukee, WI
- Northwestern Mutual Investment Services LLCAug 2019 – Oct 2020Troy, MI
- Brian DugganNov 2019 – Oct 2020Troy, MI
- Northwestern Mutual Wealth Management CompanyDec 2019 – Oct 2020Milwaukee, WI
- THE Burzynski GroupNov 2020 – Apr 2021Troy, MI
- AE Wealth Management, LLCFeb 2021 – Apr 2021Topkea, KS
- Sigma Financial CorporationMay 2021 – Sep 2021Ann Arbor, MI
- Sigma Planning CorporationMay 2021 – Sep 2021Ann Arbor, MI
- Aurora Securities, Inc.Sep 2021 – Jan 2024Bloomfield Hills, MI
- Secure Asset Management, LLCSep 2021 – Jan 2024Bloomfield Hills, MI
- Titan Wealth Advisors, LLCMay 2021 – Jan 2024Bloomfield Hills, MI
- Northwestern MutualApr 2019 – Nov 2020Troy, MI
- Secure Investors GroupSep 2021 – Jan 2024Bloomfield Hills, MI
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2024 – Dec 2025Bloomfield Hills, MI
- Michigan State UniversityMay 2015 – May 2017East Lansing, MI
- Bank of America N.A.Feb 2024 – Dec 2025Bloomfield Hills, MI
- PNC Wealth ManagementDec 2025 – no end date reportedBerkley, MI
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
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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. Jonathan Thomas 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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