Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Warner Jackson is an investment advisor representative with PFS Investments Inc. based in HOUSTON, TX. Jay is a licensed and registered investment advisor with experience in the industry since 2003. Jay's specializations include investment company products and variable contracts.
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
11/16/2021 - Present
PFS Investments Inc. (HOUSTON TX)
TX
09/16/2003 - 12/31/2008
PFS INVESTMENTS INC. (HOUSTON TX)
NY
11/24/1997 - 08/26/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 11/24/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/15/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/17/2020
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/05/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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