AJ
AJ

Alex Youssef Jefferson

34 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
4,416 clients
Average Client Portfolio
$205K average
Assets Under Management
$905.4M

Fee Structure

Financial Planning:Included in AUM fee
Loading...

Location

80 State Street, Albany, NY, 12207

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Alex is an investment advisor representative at PKSA and an insurance agent at PKS Financial. He sells and services fixed life insurance and annuity contracts.

Employment History
Current Registrations
Pks Advisory Services, LLC
November 2014 - Present · 11 yrs 3 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2010 - Present · 15 yrs 11 mos
Previous Registrations
Hrc Investment Services, INC.Broker
September 2005 - March 2010 · 4 yrs 6 mos
Waddell & Reed, INC.Broker
August 1999 - September 2005 · 6 yrs 1 mo
W. S. Griffith & CO., INC.Broker
September 1991 - September 1999 · 8 yrs
Home Life Insurance CompanyBroker
September 1991 - October 1992 · 1 yr 1 mo
State Registrations16 states
AZCOCTFLILMANCNHNJNYOKPASCUTVTWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.