Ashley
Ryan

Pfs Investments Inc

CRD#5494106
Investment Advisor
in Jacksonville, FL

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About this Advisor

Ashley Ryan is a financial advisor working out of Jacksonville, Florida. Ryan is an advisor for Pfs Investments Inc. Ryan has gained experience at Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors, Veritude, Fidelity, E*Tradecapital Management LLC, Berkshire Hathaway, Dj And Lindsey Real Estate, Pfs Investments Inc, Primerica Financial Services and E*Trade Securities LLC. Ryan holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to work in Florida. Pfs Investments Inc is a financial advisory business that has its headquarters in Duluth, GA. The investment advisory business has offices in 1,646 locations and a total of 3,449 financial advisors. It controls $7 billion in assets under management across its 56,552 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 36 charities and foundations. Of its 56,552 client accounts, just 1% belong to high-net-worth investors who have at least $1 million in assets. The company provides portfolio management for individuals and small businesses. Fees for financial advice vary depending on the type of services provided. However, fee types billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

13474 Atlantic Blvd Ste 106-E
Jacksonville, FL 32225

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

FL Average: $3,570,121,308
Total Number of Employees

3,449

FL Average: 58
Total Number of Accounts

56,552

FL Average: 1,608
Average Account Size

$125,337

FL Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Ashley Ryan Work History

Ashley has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Pfs Investments Inc

2022 - Present (2 years)

Primerica Financial Services

2022 - 2022 (< 1 year)

Dj And Lindsey Real Estate

2021 - 2022 (1 year)

Berkshire Hathaway

2020 - 2021 (1 year)

E*Tradecapital Management LLC

2020 - 2021 (1 year)

E*Trade Securities LLC

2019 - 2019 (< 1 year)

Veritude

2018 - 2019 (1 year)

Fidelity Personal And Workplace Advisors

2008 - 2019 (11 years)

Fidelity Brokerage Services LLC

2008 - 2019 (11 years)

Fidelity

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ashley Ryan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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