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JH

Jesus M. Hinojosa

PNC CAPITAL ADVISORS LLC
Houston, TX 77056
Some features on this profile are disabled
CRD#: 2507974
JH

Professional summary

Jesus Maria Hinojosa, who also goes by Jesus Hinojosa, is a registered financial advisor currently at PNC CAPITAL ADVISORS LLC located in Houston, Texas and PNC CAPITAL MARKETS LLC located in Houston, Texas.

Jesus is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Jesus has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7, Series 62 and Series 3 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jesus Hinojosa

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
PNC Capital Advisors; Investment related, Registered Investment Advisor, Offer Investment management products and services to clients

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesus Maria Hinojosa's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 6, 2023 - Present

PNC CAPITAL ADVISORS LLC

Office #1: 2200 Post Oak Blvd, Houston, TX 77056
RIA
CRD#: 151829
Houston, TX
Current

April 18, 2023 - Present

PNC CAPITAL MARKETS LLC

Office #1: 2200 Post Oak Blvd., Houston, TX 77056
BD
CRD#: 15647
Houston, TX
Past

February 2, 2021 - March 22, 2022

ALTERNA SECURITIES, INC.

BD
CRD#: 41139
HOUSTON, TX
Past

October 1, 2007 - August 23, 2013

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

June 29, 2001 - September 6, 2007

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

October 30, 1996 - June 18, 1997

BGC FINANCIAL, L.P.

BD
CRD#: 19801
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PC
PNC CAPITAL ADVISORS LLC
PNC CAPITAL ADVISORS LLC

CRD#: 151829 / SEC#: 801-70684

RIA
Registered Investment Advisory firm - (9/29/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(5/2/2023)
IAR
Texas
(6/6/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/6/2023
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/1/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/2/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/16/2020
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/28/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 62
Date: 10/29/1996
Corporate Securities Limited Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 6/6/1994
National Commodity Futures Examination
SRO Registrations
RR
FINRA

Current Firm

PC
PNC CAPITAL ADVISORS LLC
PNC CAPITAL ADVISORS LLC

CRD#: 151829 / SEC#: 801-70684

RIA
Registered Investment Advisory firm - (9/29/2009 Approved)
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Contact information

Main Address
One East Pratt Street Fifth Floor - East, Baltimore, MD 21202
Mailing Address
Phone number
(216) 222-3921
Established
Firm type
Fiscal year end
# of Employees
263

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

PCA FORM ADV PART 2A BROCHURE 2025 4 4 (4/4/2025)

Regulatory assets under management

Total Number of Accounts573
AUM (Assets Under Management)$ 42,558,194,728

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2024
Cover Page
Report
08/24/2023
Cover Page
Report
09/28/2022
Cover Page
Report

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 CAPITAL ADVISORS LLC

CRD#: 151829Houston, TX 77056

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