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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-08 |
| GA | RA | APPROVED | 2020-06-05 |
Branch Locations
3150 Holcomb Bridge Rd Ste 101, Norcross, GA 30071 • United States
Alpharetta, GA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Norcross | GA | 06/1998 | Present |
| Pfs Investments Inc | Norcross | GA | 02/2015 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. R. Jones Jr & Associates, LLC, Investment Related, 12600 Deerfield Pkwy Ste 100 Alpharetta, GA 30004, Primerica Business Purposes, Co-Owner, April 2019 to Present, 80 hours per month (40 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes. Jones5 Family Holding LLC., not investment related, 6255 Banner Horn Run, UN, ALPHARETTA, GA 30005. Chief Executive Member, 05/2022 to present, Nature of business, The LLC was formed for the purpose of purchasing real estate and having rental property/income. As of now, no properties have been purchased or rented. 2 hours per month (2 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-05 |
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