Invested Better
Unclaimed

Unclaimed

Unclaimed

David Layne Jackson

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Layne Jackson

David Layne Jackson is a financial advisor with PFS Investments Inc., registered with the state of Georgia since 2012. David has been in the financial industry since 1998 and has experience with a variety of firms, including SunTrust Investment Services, Inc., GPC Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, TD Waterhouse Investor Services, Inc., UBS PaineWebber Inc., and Argent Securities, Inc. David has a strong background in financial planning and portfolio management, and is dedicated to helping clients achieve their financial goals. David specializes in providing advisory services to individuals and businesses, helping them with their financial planning needs.

Firm Information

David Jackson is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Jackson’s Registration & Firm History

GA

04/10/2012 - Present

PFS Investments Inc. (DULUTH GA)

GA

11/16/2011 - 01/10/2012

SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)

GA

02/06/2006 - 09/30/2011

GPC SECURITIES, INC. (ATLANTA GA)

NY

02/06/2006 - 09/30/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NE

02/05/2004 - 10/27/2005

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

NJ

08/30/2000 - 05/13/2003

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NE

11/20/1998 - 08/21/2000

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

GA

06/01/1998 - 10/20/1998

ARGENT SECURITIES, INC. (ATLANTA GA)

Not sure if David Layne Jackson is right for you?

Licenses & Designations

BC

Issued 06/03/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/21/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Layne Jackson.
Not sure if David Layne Jackson is right for you?