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JW

Jamin Williams

PNC WEALTH MANAGEMENT
BEAR, DE 19701
Some features on this profile are disabled
CRD#: 5301279
JW
Jamin WilliamsPNC WEALTH MANAGEMENT

Professional summary

Jamin Williams, who also goes by Jamin Daniel Williams, Jamin Williams, is a registered financial professional currently at PNC WEALTH MANAGEMENT LLC located in Bear, Delaware.

Jamin is registered as a RR (Registered Representative) and started their career in finance in 2007. Jamin has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Aliases

Jamin Daniel Williams | Jamin Williams

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jamin Williams's CRS (Customer Relationship Summary).
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

July 30, 2026 - Present

PNC WEALTH MANAGEMENT LLC

Office #1: 250 Fox Hunt Drive, Bear, DE 19701
RIA
BD
CRD#: 129052
BEAR, DE
Past

December 18, 2019 - June 4, 2026

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Newark, DE
Past

December 14, 2017 - January 31, 2019

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, DE
Past

November 8, 2016 - October 3, 2017

CITIZENS SECURITIES, INC.

RIA
CRD#: 39550
WILMINGTON, DE
Past

November 8, 2016 - October 3, 2017

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
WILMINGTON, DE
Past

May 19, 2014 - November 2, 2016

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
NEWARK, DE
Past

May 14, 2014 - November 2, 2016

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
NEWARK, DE
Past

January 18, 2013 - January 8, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
REHOBOTH BEACH, DE
Past

September 17, 2012 - January 8, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
REHOBOTH BEACH, DE
Past

September 12, 2007 - August 2, 2011

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
NAPLES, FL

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".
PW
PNC WEALTH MANAGEMENT LLC
PNC INVESTMENTS | PNC WEALTH MANAGEMENT LLC | PNC WEALTH MANAGEMENT | PNC INVESTMENTS LLC

CRD#: 129052 / SEC#: 801-66195, 8-66195

RIA
Registered Investment Advisory firm - SEC (9/17/2003 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

State Registrations and Notice Filings

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

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
Delaware
(7/30/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/4/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/3/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/28/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/30/2007
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PW
PNC WEALTH MANAGEMENT LLC
PNC INVESTMENTS | PNC WEALTH MANAGEMENT LLC | PNC WEALTH MANAGEMENT | PNC INVESTMENTS LLC

CRD#: 129052 / SEC#: 801-66195, 8-66195

RIA
Registered Investment Advisory firm - SEC (9/17/2003 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
300 Fifth Avenue 26th Floor, Pittsburgh, PA 15222-2722
Mailing Address
1900 E. 9th Street 17th Floor, Cleveland, OH 44114
Phone number
(800) 762-6111
Established
Delaware since 09/17/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
1,585

SEC notice filing (53 States and Territories)

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

PORTFOLIO SOLUTIONS (10/17/2025)
PNC DIRECTIONS (10/17/2025)
GUIDED SOLUTIONS (10/17/2025)
PORTFOLIO SOLUTIONS STRATEGIST (10/17/2025)
CAPITAL DIRECTIONS ANNUITIES (10/17/2025)
CAPITAL DIRECTIONS (10/17/2025)

Direct owners and executive officers

NamePositionCRD#
PNC BANK, NATIONAL ASSOCIATIONPARENT
BARNHART, TODD MARTINBOARD OF MANAGERS6166298
FLYNN, SEANCHIEF COMPLIANCE OFFICER & BOARD OF MANAGERS2790159
GUERRINI, RICHARD ROBERTPRESIDENT, CEO, BOARD OF MANAGERS1990015
HOLODINSKI, JOHN PAULBOARD OF MANAGERS2494707
MITCHELL, JESSICABOARD OF MANAGERS6624246
RAMOS, REGIS RESENDECHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, FINOP5205169
RICHARDSON, MARGARET MARYCHIEF OPERATING OFFICER/BOARD OF MANAGERS6002933
RODGERS, STEPHANIE ELIZABETHBOARD OF MANAGERS & SECRETARY6004741
SANTILLO, ROBERT WILSONBOARD OF MANAGERS5379581
SCHAFER, DAVID JOSEPHCHIEF OPERATIONS OFFICER, PRINCIPAL OPERATIONS OFFICER1368781
THOMPSON, LEIGH CHASECHIEF LEGAL OFFICER6534162
WEIDNER, KIMBERLY LYNNCHIEF RISK OFFICER & BOARD OF MANAGERS4080314

Regulatory assets under management

Total Number of Accounts157,533
AUM (Assets Under Management)$ 26,533,775,810

Disclosures

Regulatory Event13
Arbitration6

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/08/2026
Cover Page
Report
10/28/2024
Cover Page
Report
09/20/2023
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 WEALTH MANAGEMENT LLC

CRD#: 129052Bear, DE 19701

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