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Milton Westly Jones

PFS Investments Inc.

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About Milton Westly Jones

Milton Westly Jones is a financial advisor who has been in the industry since 2009. Milton is currently registered with PFS Investments Inc. and is licensed in Arkansas, Mississippi and Tennessee. Milton has a broad range of experience and holds several licenses including the Series 6, 63, 26 and the SIE. Milton has experience with PFS Investments Inc. dating back to 2012. Before that Milton was registered with Morgan Stanley DW Inc. in New York. Milton’s current employment began in 2020 and is located in Memphis, TN. The firm offers a wide range of services and manages over $8 Billion dollars in assets.

Firm Information

Milton Jones 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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Milton Jones’s Registration & Firm History

TN

03/04/2020 - Present

PFS Investments Inc. (MEMPHIS TN)

TN

06/15/2012 - 11/04/2013

PFS INVESTMENTS INC. (MEMPHIS TN)

NY

02/15/2002 - 05/03/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

GA

02/01/1993 - 12/31/2001

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 05/28/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/20/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 03/04/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/05/2019

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Milton Westly Jones.
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