Unclaimed
Ronald Lee Jones is a registered representative with PFS Investments Inc. Ronald has been in the securities industry since August 5, 1992 and has worked for PFS Investments Inc. in various roles. Ronald is currently registered with the state of California. Ronald has successfully passed the Series 6, Series 63, and SIE exams. PFS Investments Inc. is an investment advisor that provides portfolio management services to individuals. The firm primarily serves individuals and manages $8.46 billion in assets under management.
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
CA
03/22/2006 - Present
PFS Investments Inc. (FULLERTON CA)
GA
05/18/1992 - 12/31/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 05/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ronald Jones is the right advisor for you? Invested Better is here to help.