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Alex Youssef Jefferson

Investment Adviser Representative at PKS ADVISORY SERVICES, LLC

Albany, NYCRD #2175027Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
35 yrs
States Registered
16 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Alex Youssef Jefferson has worked in the securities industry since 1991. They are registered to provide investment advisory services in 16 U.S. states.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 16 states
ArizonaColoradoConnecticutFloridaIllinoisMassachusettsNew HampshireNew JerseyNew YorkNorth CarolinaOklahomaPennsylvaniaSouth CarolinaUtahVermontWyoming
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/27/2012
Series 63
Uniform Securities Agent State Law Examination
Passed 9/27/1991
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/27/1991

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

PKS Advisory Services, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PKS ADVISORY SERVICES, LLCCurrent
11/5/2014Albany, NY
HRC INVESTMENT SERVICES, INC.
9/1/20053/11/2010Albany, NY
WADDELL & REED, INC.
8/20/19999/20/2005Overland Park, KS
W. S. GRIFFITH & CO., INC.
9/30/19919/27/1999Hartford, CT
HOME LIFE INSURANCE COMPANY
9/30/199110/19/1992

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alex Youssef Jefferson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Alex Youssef Jefferson - Financial Advisor in Albany, NY | AdvisorFinder