Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Scott Jaramillo is a financial professional with a passion for helping clients reach their financial goals. He holds a Series 6, Series 63 and SIE license and is a registered representative of PFS Investments Inc. Jake has been in the industry since 2016 and has a strong track record of success in providing personalized financial advice and portfolio management services to a wide range of clients. Jake is committed to providing clients with the highest level of service and expertise.
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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CA
01/18/2023 - Present
PFS Investments Inc. (CONCORD CA)
CA
05/03/2016 - 12/31/2022
PFS INVESTMENTS INC. (CONCORD CA)
BC
Issued 06/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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