JC
PFS
JC
PFS

J Cloyd

37 Years of Experience
London, KY
Broker

J Cloyd is a PFS-designated registered investment advisor, based in London, KY, with 37 years of industry experience.

Location

1301 West Fifth Street, London, KY, 40741

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

J. is a stockholder in Cumberland Valley Office Suppliers Inc and a partner in Kentucky Bookkeeping and Payroll LLC. J. also owns multiple rental real estate properties and is a stockholder in Regency Cinema Seven Inc, dedicating minimal time to these activities.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
January 2017 - October 2019 · 2 yrs 9 mos
1st Global Capital CORP.Broker
January 2017 - October 2019 · 2 yrs 9 mos
H.D. Vest Advisory Services, INC
February 2008 - December 2016 · 8 yrs 10 mos
Hd Vest Investment ServicesBroker
October 2004 - December 2016 · 12 yrs 2 mos
Jefferson Pilot Securities CorporationBroker
August 2003 - October 2004 · 1 yr 2 mos
Unified Financial Securities, INC.Broker
January 2000 - July 2003 · 3 yrs 6 mos
Commonwealth Investment Services, INC.Broker
January 1998 - January 2000 · 2 yrs
H.D. Vest Investment Securities, INC.Broker
June 1988 - October 1997 · 9 yrs 4 mos
State Registrations2 states
KYTN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.