James Brian Morton

Current Employers

Employment History

• 05/1997 → Present
  Primerica Financial Services
  Ormond Beach, FL
• 05/1997 → 06/2020
  Pfs Investments Inc.
  Lake Worth, FL
• 01/2021 → Present
  Pfs Investments Inc.
  Ormond Beach, FL
• 07/2009 → Present
  Morton Schools
  Boca Raton, FL

Previous Registrations

• 2017-04-25 → 2020-06-10
  Pfs Investments Inc.
  Margate, FL
  Lake Worth, FL

Other Businesses

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. Brian Morton, Inc. (DBA: Morton Schools, Not investment related, Clermont, FL 34711, Nature of Business: Insurance pre-licensing, continuing education, and online sales through TikTok Shop affiliates, Position/Title: Owner, 02/2022 to Present, 20 hours committed per month (10 hours during securities trading hours). A Morton Properties, Not investment related, Ocala, FL, Owner, Real Estate Property, 04/2022 to Present, devotes 2 hours per month (0 hours during securities trading hours). TikTok Sales, Investment Related, Clermont, FL 34711, Nature of Business: Selling vitamins on TikTok, Position/Title: Sales Person, 10/2025 to Present, 10 hours per month (0 of hours per month during securities trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-10
• S63 Uniform Securities Agent State Law Examination
  2001-12-08