Gabriel
Jackson

Pfs Investments Inc

CRD#6544578
Investment Advisor
in Lakewood, OH

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About this Advisor

Gabriel Jackson is a financial advisor based in Lakewood, Ohio, working with Pfs Investments Inc. Gabriel has previously held positions at Robert Half, W&S Brokerage Services, The Prudential Insurance Company Of America, Pruco Securities, LLC, Bruce Carson Geico Insurance, Pnc Investments, Merrill Lynch, Pierce, Fenner & Smith Inc, United Church Of Christ Cornerstone Fund, Justice And Associates LLC, Bank Of America, N.A, Primerica Financial Services, Pfs Investments Inc, U.S. Bank, Merrill Lynch, Cornerstone Fund, Transamerica Financial, Justice And Associates, Geico Bruce Carson Agency, Prudential, and Western Southern Life. Gabriel has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Gabriel is part of Pfs Investments Inc, which operates out of Lakewood, Ohio. The firm has 1,754 offices and 3,762 employees. The firm manages assets totaling $11.2 billion and serves both charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

14900 Detroit Ave Ste 205
Lakewood, OH 44107

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$11,156,017,804

OH Average: $3,570,121,308
Total Number of Employees

3,762

OH Average: 58
Total Number of Accounts

70,434

OH Average: 1,608
Average Account Size

$158,390

OH Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Gabriel Jackson Work History

2024 - Present (1 year)

Pfs Investments Inc

2009 - Present (16 years)

Primerica Financial Services

2024 - 2024 (< 1 year)

U.S. Bank

2023 - 2024 (1 year)

Bank Of America, N.A

2022 - 2024 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2022 - 2024 (2 years)

Merrill Lynch

2021 - 2022 (1 year)

United Church Of Christ Cornerstone Fund

2021 - 2022 (1 year)

Cornerstone Fund

2019 - 2021 (2 years)

Pnc Investments

2018 - 2018 (< 1 year)

Bruce Carson Geico Insurance

2018 - 2019 (1 year)

Pnc Investments

2018 - 2018 (< 1 year)

Justice And Associates LLC

2018 - 2018 (< 1 year)

Transamerica Financial

2018 - 2018 (< 1 year)

Justice And Associates

2018 - 2018 (< 1 year)

Geico Bruce Carson Agency

2017 - 2018 (1 year)

The Prudential Insurance Company Of America

2017 - 2018 (1 year)

Pruco Securities, LLC

2017 - 2018 (1 year)

Prudential

2015 - 2015 (< 1 year)

Robert Half

2015 - 2017 (2 years)

W&S Brokerage Services

2015 - 2017 (2 years)

Western Southern Life

Disclosures

Please visit the SEC profile of Gabriel Jackson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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