Unclaimed
Jay Jones is a financial professional with PFS Investments Inc., a firm based in Duluth, GA. Jay has a Series 63 license, which allows them to provide financial advice to clients in several states. Jay is also licensed with a Series 6TO and SIE, allowing them to offer a variety of investment products and services. Jay has been active in the industry since January 2024 and has experience working with individuals and corporations.
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
NC
01/19/2024 - Present
PFS Investments Inc. (CHARLOTTE NC)
BC
Issued 01/30/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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