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 over four years of experience in the industry. James currently works for PFS Investments Inc. in Riverside, CA. His background includes experience with variable contracts and investment company products. James is licensed in both California and South Dakota. James has passed the Securities Industry Essentials Examination, the Series 6, Series 26, and Series 63 exams. James specializes in portfolio management for individuals and offers services with a focus on percentage of assets compensation.
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. (RIVERSIDE CA)
CA
01/23/2019 - 12/31/2022
PFS INVESTMENTS INC. (RIVERSIDE CA)
CA
12/10/2018 - 12/31/2018
PFS INVESTMENTS INC. (RIVERSIDE CA)
BC
Issued 03/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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