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Detailed Report
JEFFREY LYNN CHIO
JEFFREY CHIO
CRD#: 5581972
IA
Investment Adviser
B
Broker
PNC INVESTMENTSCRD#: 129052 405 MADISON AVE
TOLEDO, OH 43604
Registration History
20082010201220142016201820202022202420262 FIRMS2008 - 2012 (4 years)2 FIRMS2013 - Present (12 years)
License(s)

State Registrations

B
Florida 2/23/2015
B
North Carolina 8/14/2024
IA
Indiana 4/29/2013
B
Ohio 4/24/2013
B
Kentucky 3/21/2024
IA
Ohio 4/24/2013
B
Michigan 2/23/2015
B
Oregon 10/14/2024
IA
Michigan 2/23/2015
B
Wisconsin 6/5/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PNC INVESTMENTS (CRD#:129052)
405 MADISON AVE, TOLEDO, OH 43604
Registered with this firm since 4/24/2013
B
PNC INVESTMENTS (CRD#:129052)
405 MADISON AVE, TOLEDO, OH 43604
Registered with this firm since 4/24/2013
Previous Registration(s)
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IA
 11/07/2008 - 10/25/2012 EDWARD JONES (CRD#:250) OAK HARBOR, OH
B
 10/03/2008 - 10/25/2012 EDWARD JONES (CRD#:250) OAK HARBOR, OH
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.