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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

JASON MICHAEL ABBAMONTE

Advisor at PNC WEALTH MANAGEMENT

DALLAS, TX | Dallas, TX

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Search this name across graphsid dfx:ria:8a536832-bfda-a763-a60a-8bb243903ca0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Jun 24, 2010 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PNC WEALTH MANAGEMENT
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Dec 22, 2008
First registration: Jun 24, 2010
Dual registered: yes, broker-dealer
IAPD individual key: 5535997

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Dec 2, 2022	n/a	yes	DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|Dallas, TX	Current employment
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Jul 27, 2022	Dec 6, 2022	no	Irving, TX\|West Palm Beach, FL\|IRVING, TX	Previous registration
NEW MILLENNIUM GROUP	Independent wealth	Jul 6, 2022	Jul 18, 2022	no	SANDY, UT\|SANDY, UT	Previous registration
DOWLING & YAHNKE, LLC	Former SEC adviser	Apr 6, 2022	May 9, 2022	no	SAN DIEGO, CA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jun 24, 2010	Nov 17, 2021	no	ENGLEWOOD, CO\|ENGLEWOOD, CO\|Fort Myers, FL\|Naples, FL\|Naples, FL\|Coral Gables, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CITIZENS SECURITIES, INC.	PNC WEALTH MANAGEMENT	Dec 6, 2022	Dec 2, 2022	-4	Firm change	Ibd to ibd
NEW MILLENNIUM GROUP	CITIZENS SECURITIES, INC.	Jul 18, 2022	Jul 27, 2022	9	Firm change	RIA to ibd
DOWLING & YAHNKE, LLC	NEW MILLENNIUM GROUP	May 9, 2022	Jul 6, 2022	58	Firm change	RIA to RIA
CHARLES SCHWAB & CO., INC.	DOWLING & YAHNKE, LLC	Nov 17, 2021	Apr 6, 2022	140	Firm change	Ibd to RIA

Relationships

Registered with (5)

→ PNC WEALTH MANAGEMENTRegistered adviserregistration: current employment
Dec 2, 2022 to presentfactForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
Jul 27, 2022 to Dec 6, 2022factForm ADV
→ NEW MILLENNIUM GROUPRegistered adviserregistration: previous registration
Jul 6, 2022 to Jul 18, 2022factForm ADV
→ DOWLING & YAHNKE, LLCRegistered adviserregistration: previous registration
Apr 6, 2022 to May 9, 2022factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jun 24, 2010 to Nov 17, 2021factForm ADV

Dated events

Occurred
Dec 6, 2022
Advisor changed firm
Jason Michael Abbamonte left Citizens Securities, Inc. for Pnc Wealth Management (registered 2022-12-02)
Form ADVobserved 4 days ago
Occurred
Jul 18, 2022
Advisor changed firm
Jason Michael Abbamonte left New Millennium Group for Citizens Securities, Inc. (registered 2022-07-27)
Form ADVobserved 4 days ago
Occurred
May 9, 2022
Advisor changed firm
Jason Michael Abbamonte left Dowling & Yahnke, Llc for New Millennium Group (registered 2022-07-06)
Form ADVobserved 4 days ago