Jason
Alves
Pfs Investments Inc
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About this Advisor
Jason Alves is a financial advisor based out of Edison, New Jersey, who has 4 years of industry experience. Alves works at Pfs Investments Inc. Their career trajectory has included roles at Cablevision, Primerica Financial Services, Pfs Investments, Inc, Odyssey Transportation, Steven Anthony Home Remodeling Inc, Robert Half(Shore Office Systems), Aj'S Pool Service and Sunquest Construction Inc. Alves maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Washington. Pfs Investments Inc is an advisory business based in Duluth, GA. It has offices in 1,646 locations and a total of 3,449 financial advisors. It oversees $7 billion in total assets across its 56,552 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 36 charities and foundations. Of its 56,552 client accounts, just 1% are held by high-net-worth investors who have at least $1 million in investable assets. Pfs Investments Inc provides portfolio management for individuals and small businesses. Fees for financial advisory services usually depend on which services the firm provides the client. Fee types billed by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$7,088,085,794
3,449
56,552
$125,337
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jason Alves Work History
Jason has been registered as a financial advisor for 4 years.*
Sunquest Construction Inc
Pfs Investments, Inc
Primerica Financial Services
Aj'S Pool Service
Robert Half(Shore Office Systems)
Robert Half(Shore Office Systems)
Steven Anthony Home Remodeling Inc
Cablevision
Cablevision
Odyssey Transportation
*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 Jason Alves 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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Cleveland, OH
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Duluth, GA
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