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Jason Gray

PFS Investments Inc.

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About Jason Gray

Jason Gray is a financial advisor who has been active in the industry since February 15, 2015. Jason is currently registered as an investment advisor representative with PFS Investments Inc. and has been with the firm since January 2015. Jason also has securities licenses including Series 6, Series 63, Series 26 and SIE. Jason has been active in the Oregon market since March 31, 2015. PFS Investments Inc. is a registered investment advisor that provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. The firm has offices in Duluth, Georgia and Tigard, Oregon. Jason's experience and certifications allow him to provide a comprehensive range of financial services, including financial planning, investment management, and insurance.

Firm Information

Jason Gray is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Gray’s Registration & Firm History

OR

01/19/2018 - Present

PFS Investments Inc. (TIGARD OR)

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Licenses & Designations

IA

Issued 12/31/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/29/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/2016

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Gray.
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