Alex Youssef Jefferson

Current Employers

Pks Advisory Services, Llc

80 State Street, Albany, NY 12207 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-12-01
NY	RA	APPROVED	2021-04-08

TX RA
APPROVED_RES

Since 2025-12-01
NY RA
APPROVED

Since 2021-04-08

Branch Locations

80 State Street, Albany, NY 12207 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Purshe Kaplan Sterling Investments, Inc.	Albany	NY	03/2010	Present
Pks Advisory Services, Llc	Albany	NY	03/2010	Present

03/2010 → Present

Purshe Kaplan Sterling Investments, Inc.

Albany, NY
03/2010 → Present

Pks Advisory Services, Llc

Albany, NY

Other Businesses

1) PKSA (PKS ADVISORY) 80 STATE ST, ALBANY, NY 12207, RIA/ INVESTMENT ADVISOR REP 2) PKS FINANCIAL; INVESTMENT RELATED 80 STATE ST, ALBANY, NY 12207; FIXED INSURANCE; INSURANCE AGENT; SALES & SERVICE OF FIXED LIFE INSURANCE & ANNUITY CONTRACTS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-03-27
S63	Uniform Securities Agent State Law Examination	1991-09-27

S65 Uniform Investment Adviser Law Examination

2012-03-27
S63 Uniform Securities Agent State Law Examination

1991-09-27

View on SEC IAPD

Current Employers

Pks Advisory Services, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews