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Jewel Alston Coan

PFS Investments Inc.

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About Jewel Alston Coan

Jewel Alston Coan is a registered representative with PFS Investments Inc. Jewel has been in the securities industry since January 1997. Jewel is currently registered with the state of Florida, Georgia and South Carolina. Jewel is also licensed to conduct business in investment company products and variable contracts. Jewel holds the Series 6, Series 26, and Series 63 licenses, as well as the SIE exam.

Firm Information

Jewel Coan 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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Jewel Coan’s Registration & Firm History

SC

01/24/1997 - Present

PFS Investments Inc. (MOUNT PLEASANT SC)

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Licenses & Designations

BC

Issued 12/23/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/15/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jewel Alston Coan.
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