Luis Jason Flores
Professional Summary
Luis Jason Flores, who also goes by Jason Flores, is a registered financial advisor currently at CENTRAL TRUST BANK located in Springfield, Missouri. Luis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Luis has worked at 4 firms and has passed the Series 63, Series 65 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Luis Jason Flores, Jason Flores
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PFS INVESTMENTS INC.
Videos & Posts
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PFS INVESTMENTS INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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PFS INVESTMENTS INC.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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PFS INVESTMENTS INC.
Years of Experience
14 years registered in the securities industry
Current & Past Employments
Current
Past
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PFS INVESTMENTS INC.
Current Firm
CENTRAL TRUST BANK | THE CENTRAL TRUST BANK
Contact Information
Main Address
111 East Miller Street, Jefferson City, MO 65102Phone Number
(573) 634-1105# of Employees
4SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
14AUM (Assets Under Management)
$554,140,533Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/24/2026 | Cover Page | Report |
| 10/17/2024 | Cover Page | Report |
| 12/20/2023 | Cover Page | Report |
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PFS INVESTMENTS INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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PFS INVESTMENTS INC.
Primary Firm SEC Registration
CENTRAL TRUST BANK | THE CENTRAL TRUST BANK
State Registrations and Notice Filings
(7/10/2025)
(2/12/2025)
(7/14/2025)
(7/10/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2012About the Series 6 examSimilar Advisors
PFS INVESTMENTS INC.
CRS (Client Relationship Summary) - RIA
Click below to view Luis Jason Flores's CRS (Customer Relationship Summary).
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PFS INVESTMENTS INC.