Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacobberaun? Claim Your ProfileJacobberaun Vonswharr King-davis is a financial professional registered with PFS Investments Inc. Jacobberaun is based in Houston, Texas and has been in the financial services industry since 2017. Jacobberaun is licensed in Texas, has passed the Series 6, Series 63, and SIE exams, and has prior experience with PFS Investments Inc. Jacobberaun offers investment advisory services to individual investors and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
05/03/2022 - Present
PFS Investments Inc. (HOUSTON TX)
TX
01/27/2020 - 12/31/2020
PFS INVESTMENTS INC. (HOUSTON TX)
TX
04/04/2017 - 12/31/2019
PFS INVESTMENTS INC. (HOUSTON TX)
BC
Issued 05/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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