Harold Edward Jones

Pks Advisory Services, LLC

24 Years of Experience

2 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Pks Advisory Services, LLC

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

Location

555 South Pompano Parkway, Suite #6, Pompano Beach, FL, 33069

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History

Regulatory History (2)

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Judgment / Lien

September 2015

Regulatory

September 2007

Final

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Other 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.