Jeriene Reed
Professional summary
Jeriene Reed, who also goes by Jeriene Kim Bryant, Jeriene Kim Edmonds, Jeriene Kim Reed, Jeriene K Reed, is a registered financial advisor currently at PNC WEALTH MANAGEMENT LLC located in Salisbury, Maryland.
Jeriene is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Jeriene has worked at 9 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7 and Series 27 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeriene Reed's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jeriene Reed's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 2, 2026 - Present
PNC WEALTH MANAGEMENT LLC
Office #1: 1512 South Salisbury Blvd., Salisbury, MD 21801July 2, 2026 - Present
PNC WEALTH MANAGEMENT LLC
Office #1: 130 South Bond St, Bel Air, MD 21014November 30, 2024 - June 26, 2026
EDWARD JONES
November 4, 2024 - June 26, 2026
EDWARD JONES
July 8, 2019 - September 11, 2024
CHARLES SCHWAB & CO., INC.
February 5, 2019 - May 8, 2019
TD AMERITRADE, INC.
January 31, 2018 - May 8, 2019
TD AMERITRADE CLEARING, INC.
August 21, 2014 - May 15, 2018
SCOTTRADE, INC.
December 2, 2011 - August 12, 2014
WELLS FARGO CLEARING SERVICES, LLC
February 5, 1999 - December 2, 2011
FIRST CLEARING, LLC
March 29, 1994 - February 5, 1999
FIRST UNION CAPITAL MARKETS CORP.
Primary Firm SEC Registration
PNC WEALTH MANAGEMENT LLC
CRD#: 129052 / SEC#: 801-66195, 8-66195
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/2/2026)
(7/2/2026)
(7/2/2026)
(7/2/2026)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
PNC WEALTH MANAGEMENT LLC
CRD#: 129052 / SEC#: 801-66195, 8-66195
Contact information
SEC notice filing (53 States and Territories)
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PNC BANK, NATIONAL ASSOCIATION | PARENT | |
| BARNHART, TODD MARTIN | BOARD OF MANAGERS | 6166298 |
| FLYNN, SEAN | CHIEF COMPLIANCE OFFICER & BOARD OF MANAGERS | 2790159 |
| GUERRINI, RICHARD ROBERT | PRESIDENT, CEO, BOARD OF MANAGERS | 1990015 |
| HOLODINSKI, JOHN PAUL | BOARD OF MANAGERS | 2494707 |
| MITCHELL, JESSICA | BOARD OF MANAGERS | 6624246 |
| RAMOS, REGIS RESENDE | CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, FINOP | 5205169 |
| RICHARDSON, MARGARET MARY | CHIEF OPERATING OFFICER/BOARD OF MANAGERS | 6002933 |
| RODGERS, STEPHANIE ELIZABETH | BOARD OF MANAGERS & SECRETARY | 6004741 |
| SANTILLO, ROBERT WILSON | BOARD OF MANAGERS | 5379581 |
| SCHAFER, DAVID JOSEPH | CHIEF OPERATIONS OFFICER, PRINCIPAL OPERATIONS OFFICER | 1368781 |
| THOMPSON, LEIGH CHASE | CHIEF LEGAL OFFICER | 6534162 |
| WEIDNER, KIMBERLY LYNN | CHIEF RISK OFFICER & BOARD OF MANAGERS | 4080314 |
Regulatory assets under management
| Total Number of Accounts | 157,533 |
| AUM (Assets Under Management) | $ 26,533,775,810 |
Disclosures
| Regulatory Event | 13 |
| Arbitration | 6 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/08/2026 | ||
| 10/28/2024 | ||
| 09/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PNC WEALTH MANAGEMENT LLC
CRD#: 129052Salisbury, MD 21801TRUST BUT VERIFY
Monitor Jeriene Reed
Get automatic monthly alerts on:
