Harold Jones is a registered investment advisor at Pks Advisory Services, LLC, based in Pompano Beach, FL, with 24 years of industry experience. Harold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 4,416 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PKS Advisory Services provides investment management for an annual fee based on the value of your investments. The fee can be up to 2.75% and varies depending on the amount you invest, the type of services you need, and the experience of the advisor. This fee does not include brokerage commissions or other transaction costs.
Location
555 South Pompano Parkway, Suite #6, Pompano Beach, FL, 33069
Get directionsHistory
Regulatory History (2)
Judgment / Lien
September 2015Regulatory
September 2007Other Business Activities
Harold is a CPA and owner of an accounting practice, spending about half of his time preparing income taxes and providing accounting services. He is also an IAR with PKS Advisory, dedicating nearly full-time hours during trading.
Employment History
Current Registrations
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.