Merrill
39yrs
Top advisor by experience in McKinney
29yrs
Jonathan Barham
Financial advisor at PNC Wealth Management
Based in McKinney, Texas, Jonathan Barham is a fiduciary financial advisor with 29 years of industry experience. Jonathan has been with PNC Wealth Management since 2023; before that, Jonathan spent two years at LPL Financial and two years at Comerica Securities. PNC Wealth Management offers investment management and selecting outside investment managers and is paid through a percentage of assets.
One of 253 advisors with offices in McKinney, and one of 228 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 12% by experience in McKinney
Office6900 Virgina Parkway, McKinney, TX 75071
How the firm is paid ?Percent of assets
Typical client at the firm ?$182,752
Advisors at the firm1,165
States licensed ?1 state
Services through PNC Wealth Management
Investment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowPNC Wealth Management LLCCurrent firm
- Jan 2022 – Sep 2023LPL Financial LLCPreviously
- Apr 2020 – Jan 2022Comerica SecuritiesPreviously
- 2017 – 2020J.P. Morgan Securities LLCPreviously
- 2015 – 2017Edward JonesPreviously
Contact Jonathan
(800) 762-6111Firm headquarters in Pittsburgh, PA. Ask for Jonathan. 6900 Virgina ParkwayMcKinney, TX 75071Office · Get directions LinkedIn pagePNC Wealth Management
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call PNC Wealth Management at (800) 762-6111 and ask for Jonathan Barham. Jonathan works from the McKinney, TX office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1997, about 29 years. Top 12% by experience in McKinney.
What licenses does Jonathan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
PNC Wealth Management reports being paid by a percentage of the assets they manage. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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