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Juan V
Series 66
Plainfield, IL
PNC Wealth Management
Juan Viamontes Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at JP Morgan Securities LLC, Merrill, and Bank of America. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account for employees with PNC Bank online-banking credentials. The firm utilizes approved mutual fund and ETF strategies managed or delegated to third parties, with a focus on model-driven portfolio implementation and annual rebalancing.
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