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Ruby Jain

PFS Investments Inc.

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About Ruby Jain

Ruby Jain is an investment advisor representative at PFS Investments Inc., a registered investment advisor with a strong focus on portfolio management for individuals. Ruby has over 15 years of experience in the financial services industry and holds Series 6, 63 and SIE licenses. In addition to her experience at PFS Investments, Ruby has held previous positions with several other prominent firms, including Fifth Third Securities, The Huntington Investment Company and Nationwide Securities. Ruby's client base is primarily composed of individuals, though she also works with some charitable organizations and businesses.

Firm Information

Ruby Jain is currently registered with PFS Investments Inc.. PFS Investments Inc., a corporation formed in 1981, is an investment advisor with a primary office in Duluth, GA. The firm offers portfolio management services to individuals and provides advisory services in 53 states, as well as at the federal level. PFS Investments manages approximately $8.46 billion in assets for over 59,800 clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.
PFS Investments Inc.

55 S MILLER RD

FAIRLAWN, OH 44333

$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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Ruby Jain’s Registration & Firm History

OH

06/02/2015 - Present

PFS Investments Inc. (FAIRLAWN OH)

OH

11/15/2013 - 03/14/2014

FIFTH THIRD SECURITIES, INC. (COLUMBUS OH)

OH

12/19/2012 - 09/06/2013

THE HUNTINGTON INVESTMENT COMPANY (WORTHINGTON OH)

OH

07/21/2010 - 09/07/2011

EQUITY SERVICES, INC. (DUBLIN OH)

OH

08/01/2008 - 07/01/2010

NATIONWIDE SECURITIES, LLC (DUBLIN OH)

OH

01/18/2008 - 08/01/2008

1717 CAPITAL MANAGEMENT COMPANY (DUBLIN OH)

OH

10/01/2004 - 03/22/2007

WORLD GROUP SECURITIES, INC. (COLUMBUS OH)

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Licenses & Designations

BC

Issued 11/23/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 9/30/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ruby Jain.
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