Pjs Financial Advisory Services, LLC
Pjs Financial Advisory Services, LLC (CRD# 124870) is a financial advisory firm headquartered in Ridgefield, CT. They manage $12,180,822 in 82 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts82ACCOUNTS
Average Account Value$148,547
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Peter Simon (CRD# 4629275) is an Investment Advisor Representative working at Pjs Financial Advisory Services, LLC in Ridgefield, CT and has 1 year of experience in the finance industry. Peter Simon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.