Unclaimed
Jason Michael Jones is a financial professional registered with PFS Investments Inc. and licensed to provide investment advice in Texas. Jason has been working in the financial industry since March 20, 2024. Jason is qualified to offer investment advice in the following areas: variable contracts, investment company products and securities. Jason has successfully completed the Series 63, Series 6TO and SIE exams.
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
03/21/2024 - Present
PFS Investments Inc. (HOUSTON TX)
BC
Issued 04/17/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jason Jones is the right advisor for you? Invested Better is here to help.