Alex Jefferson, financial advisor Albany NY

Alex Jefferson

CRD Number: 2175027
Current Firm: Pks Advisory Services, LLC

Alex Jefferson (CRD# 2175027) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 29 years of experience in the finance industry.

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Pks Advisory Services, LLC
Company Name Location Dates Years
Pks Advisory Services, LLC Albany, NY Mar 2010 - Current 10
Purshe Kaplan Sterling Investments, Inc. Albany, NY Mar 2010 - Current 10
Hrc Investment Services, Inc. Glen Head, NY Sep 2005 - Mar 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1991
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Alex Y. Jefferson
Phone Number: (518) 426-5791
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    590
    MILLIONS
  • Total Number of Accounts
    2,996
    ACCOUNTS
  • Average Account Value
    $197,088
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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Data verified by both the advisor and the public regulatory data.

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