Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Edward Jones is an investment advisor representative with PKS Advisory Services, LLC. Harold Edward Jones has been in the securities industry since October 30, 2001. Harold Edward Jones has passed several exams including the Series 7, Series 63, Series 65, SIE, and Series 99TO. Harold Edward Jones has held registrations with several firms, including Cambridge Investment Research, Inc. and Ameriprise Advisor Services, Inc. Harold Edward Jones currently holds registrations in Arkansas, Florida, Georgia, New Jersey, North Carolina, and Tennessee. Harold Edward Jones specializes in providing investment advisory services to individuals, businesses, and high-net-worth individuals. Harold Edward Jones is also a CPA and has an accounting practice in Pompano Beach, Florida. PKS Advisory Services, LLC is a registered investment adviser with the SEC. PKS Advisory Services, LLC provides financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. PKS Advisory Services, LLC also provides selection of other advisors. PKS Advisory Services, LLC has approximately $697,742,374 in assets under management, with $666,213,057 of that amount being discretionary.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
10/15/2012 - Present
PKS Advisory Services, LLC (POMPANO BEACH FL)
FL
02/17/2009 - 08/21/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (STUART FL)
FL
09/15/2006 - 02/24/2009
AMERIPRISE ADVISOR SERVICES, INC. (PALM BEACH GARDENS FL)
FL
10/25/2001 - 09/20/2006
RAYMOND JAMES & ASSOCIATES, INC. (BOCA RATON FL)
IA
Issued 07/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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