Jarred
Cody
Pfs Investments Inc
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About this Advisor
Jarred Cody is a financial advisor based in Cranston, Rhode Island, working with Pfs Investments Inc. Jarred has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Cody Inc, Johnson And Wales University, United Parcel Service Inc, Keller Williams Realty, Bank Of America, N.A, Primerica Financial Services, Pfs Investments Inc, and Liberty Tax. Jarred has passed the Series 66 regulatory exam and is registered to provide services in Rhode Island. Currently, Jarred is part of Pfs Investments Inc, which operates out of Cranston, Rhode Island. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$8,461,983,895
3,590
59,808
$141,486
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jarred Cody Work History
Liberty Tax
Primerica Financial Services
Pfs Investments Inc
United Parcel Service Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Keller Williams Realty
United Parcel Service Inc
Johnson And Wales University
Cody Inc
Disclosures
Please visit the SEC profile of Jarred Cody 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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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.
