Unclaimed
Jason Kyle Newsom is a financial advisor with PFS Investments Inc. Jason is registered with the state of Texas as an Investment Adviser Representative and has over 7 years of experience in the financial services industry. Jason is a Registered Representative (Series 6) and a Principal (Series 26) with PFS Investments Inc., a company that provides financial planning, investment, and insurance services. Jason also has a Series 63 and Series 65 license.
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.
1
2
TX
06/23/2022 - Present
PFS Investments Inc. (LUBBOCK TX)
TX
05/11/2015 - 12/31/2021
PFS INVESTMENTS INC. (LUBBOCK TX)
IA
Issued 10/12/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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