Unclaimed
Jonathan Houghton is a financial advisor with PFS Investments Inc., headquartered in Duluth, Georgia. Jonathan has been a registered representative since February 6, 2002. He is registered as an investment advisor representative in Tennessee and also holds Series 6, 63, 26, and 65 securities licenses. Jonathan specializes in portfolio management for individuals and offers a wide range of financial services to clients. Jonathan's main office is located in Knoxville, TN.
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
TN
09/01/2011 - Present
PFS Investments Inc. (KNOXVILLE TN)
IA
Issued 08/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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