David Jay Stone

Employer firm

Personal Financial Advisors, Inc. CRD 132716

$80.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/1998 → Present
  Self Employed
  Pickerington, OH
• 03/2001 → Present
  Brecek & Young Advisors, Inc
  Folsom, CA
• 09/2004 → Present
  Personal Financial Advisors
  Pickerington, OH

Previous Registrations

• 2001-10-10 → 2004-12-16
  Brecek & Young Advisors, Inc.
  Pickerington, OH

Other Businesses

-PERSONAL FINANCIAL ADVISORS, INC. -IT IS INVESTMENT RELATED - 70 EAST COMUMBUS ST, PICKERINGTON, OHIO 43147 -FINANCIAL PLANNING -FINANCIAL PLANNER - PRESIDENT - STATED 1/1/98 TO PRESENT - 50 HOURS PER WEEK - 40 HOURS PER WEEK - I HELP PEOPLE MAKE SMART CHOICES WITH THEIR MONEY SO THEY CAN ENJOY THE QUALITY OF LIFE THEY EVISOION FOR THEMSELVES. I FIND OUT WHATS IMPORTANT TO MY CLIENTS, WHAT THEIR GOALS ARE, AND REVIEW THEIR CURRENT FINANCIAL SITUATION. THEN THEY PAY ME A $1,500 FEE TO CREATE A FINANCIAL PLAN WHICH THEY ARE TO IMPLEMENT IMMEDIATELY. EVERY YEAR WE REVIEW THEIR FINANCIAL PLAN AND MAKE ADJUSTMENTS ACCORDINGLY. THROUGHOUT THE YEAR I SERVICE THEIR ACCOUNTS AND CONCERNS AS NEEDED.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-06-15

Designations

• Certified Financial Planner