RBC Capital Markets
47yrs
Top advisor by experience in Cleveland
6yrs
Based in Cleveland, Ohio, Jonathan Meyer is a fiduciary financial advisor with 6 years of industry experience. Jonathan has been with PNC Wealth Management since 2020. PNC Wealth Management offers investment management and selecting outside investment managers and is paid through a percentage of assets.
One of 652 advisors with offices in Cleveland, and one of 499 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
OfficeCleveland Main PNC Investments 1900 East 9th Street, Cleveland, OH 44114
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 66Uniform Combined State Law Examination
Career
- 2020 – nowPNC Wealth Management LLCCurrent firm
Contact Jonathan
Local office(216) 222-3763Ask for Jonathan. (800) 762-6111Main office · Pittsburgh, PA Cleveland Main PNC Investments 1900 East 9th StreetCleveland, OH 44114Office · Get directions LinkedIn pagePNC Wealth Management
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Questions to ask Jonathan
Tailored to Jonathan’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 Jonathan
How do I contact Jonathan?
Call Jonathan’s local office at (216) 222-3763 or the PNC Wealth Management main office at (800) 762-6111, and ask for Jonathan Meyer.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Jonathan hold?
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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