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John H
Series 66
Jupiter, FL
PNC Wealth Management
John Held is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 14 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and investments managed by PNC or third-party strategists.
Tristan F
Series 63, Series 65
Jupiter, FL
PNC Wealth Management
Tristan Frey is a financial advisor with PNC Wealth Management in Jupiter, FL, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining PNC Wealth Management in 2026, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2021 to 2025, and has also held roles at First Horizon Bank and Truist. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to PNC employees. The firm uses algorithm-driven risk assessments and third-party portfolio implementation in its investment approach.
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