Robert W. Baird & Co.
47yrs
Top advisor by experience in Pittsburgh
12yrs
Based in Pittsburgh, Pennsylvania, Jared Patrick is a fiduciary financial advisor with 12 years of industry experience. Jared joined PNC Wealth Management in 2020, a firm offering investment management and selecting outside investment managers. PNC Wealth Management reports being paid through a percentage of assets.
One of 1545 advisors with offices in Pittsburgh, and one of 1407 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office249 Fifth Avenue Floor 29, Pittsburgh, PA 15222
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
- 2020 – nowPNC Wealth Management LLCCurrent firm
- 2016 – 2020PNC Wealth Management LLCPreviously
Questions to ask Jared
Tailored to Jared’s registration and firm.
- 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 Jared
How do I contact Jared?
Call PNC Wealth Management at 800-762-6111 and ask for Jared Patrick. Jared works from the Pittsburgh, PA office.
How long has Jared been a financial advisor?
Jared has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Jared hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jared a fiduciary?
Jared is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jared paid?
PNC Wealth Management reports being paid by a percentage of the assets they manage. Ask Jared 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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