Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Jones is a financial professional with PFS Investments Inc. based in CINCINNATI, OH. James Jones has been in the industry since 2019 and holds a Series 63, Series 6TO and SIE license. James Jones is registered in 12 states: Colorado, Florida, Illinois, Indiana, Kentucky, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania. James Jones offers financial planning, and portfolio management for individuals.
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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2
OH
11/18/2020 - Present
PFS Investments Inc. (CINCINNATI OH)
BC
Issued 09/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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