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Advisors / Michigan / Farmington Hills
7yrs

Jonathan Thomas

Financial advisor at PNC Wealth Management

Jonathan Thomas has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Farmington Hills, Michigan. After two years at Merrill and two years at Secure Asset Management, Jonathan joined PNC Wealth Management in 2026, a firm offering investment management and selecting outside investment managers. PNC Wealth Management reports being paid through a percentage of assets.

One of 434 advisors with offices in Farmington Hills, and one of 404 fiduciaries.

Farmington Hills, MI 48334Fiduciary advisor

At a glance

Experience7 years (since 2019)
How that compares ?7 years in the industry
Office28564 Orchard Lake Road, Farmington Hills, MI 48334
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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Jan 2026 – now
  2. Feb 2024 – Dec 2025
    MerrillPreviously
  3. 2021 – 2024
  4. May 2021 – Sep 2021
    SPCPreviously
  5. Feb 2021 – May 2021

Questions to ask Jonathan

Tailored to Jonathan’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. 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 Thomas. Jonathan works from the Farmington Hills, MI office.

How long has Jonathan been a financial advisor?

Jonathan has been in the industry since 2019, about 7 years. 7 years in the industry.

What licenses does Jonathan hold?

Series 63, Series 65. 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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