Edward Jones
25yrs
Top advisor by experience in Pfafftown
2yrs
Jacob Johnson
Financial advisor at PNC Wealth Management
Jacob Johnson has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Pfafftown, North Carolina. Jacob joined PNC Wealth Management in 2025, a firm offering investment management and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 5 advisors with offices in Pfafftown, and one of 4 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
OfficePfafftown, NC
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
- Sep 2025 – nowPNC Wealth Management LLCCurrent firm
Questions to ask Jacob
Tailored to Jacob’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Jacob
How do I contact Jacob?
Call PNC Wealth Management at 800-762-6111 and ask for Jacob Johnson. Jacob works from the Pfafftown, NC office.
How long has Jacob been a financial advisor?
Jacob has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Jacob hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jacob a fiduciary?
Jacob is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jacob paid?
PNC Wealth Management reports being paid by a percentage of the assets they manage. Ask Jacob 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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