Alex Youssef Jefferson

Employer firm

Pks Advisory Services, LLC CRD 125648

$1.09B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

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