Ivan
Jardee
Pfs Investments Inc
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About this Advisor
Ivan Jardee is a financial advisor who works in Gillette, Wyoming, who has 6 years of industry experience. Jardee works at Pfs Investments Inc. Throughout their career, they have worked at Cloud Peak Energy, Pfs Investments Inc and Primerica Financial Services. Jardee has a Series 63 license, which qualifies them as a securities representative, and is able to operate in Wyoming. Pfs Investments Inc is an advisory business operating out of Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 financial advisors. It manages $7 billion in assets between its 56,552 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 36 charitable organizations. Of its 56,552 accounts, just 1% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm provides portfolio management for individuals and small businesses. Fees for financial management usually are based on which services the firm provides the client. However, 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
Ivan Jardee Work History
Ivan has been registered as a financial advisor for 6 years.*
Pfs Investments Inc
Primerica Financial Services
Cloud Peak Energy
*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 Ivan Jardee 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.
