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Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-05-10
  • CA RA
    APPROVED
    Since 2024-05-10

Branch Locations

3350 Scott Blvd Bldg 12-01, Santa Clara, CA 95054 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Financial Advisors, Inc Alviso CA 06/2017 12/2017
Pfs, Inc Springfield VA 10/2016 05/2017
Transamerica Financial Advisors, Inc San Jose CA 06/2018 02/2019
World Financial Group, Inc. San Jose CA 05/2017 02/2019
Pfs Investments Inc. Palo Alto CA 04/2019 12/2019
Transamerica Financial Advisors, Inc Alviso CA 04/2023 03/2024
World Financial Group, Inc. Alviso CA 08/2022 03/2024
Delta Airlines San Francisco CA 05/2015 Present
Hlw & Jewsr Holdings Llc Saratoga CA 10/2019 Present
Apple Santa Clara CA 08/2019 12/2022
Pfs Investments Inc Santa Clara CA 09/2020 08/2022
Hongwei Medical Group Cupertino CA 08/2017 Present
Ssc International Medical Centers San Jose CA 04/2017 Present
Hl Acupuncture Clinic San Jose CA 11/2022 08/2023
Primerica Financial Servives Santa Clara CA 03/2002 Present
Pfs Investments Inc. Santa Clara CA 04/2024 Present
  • 06/2017 → 12/2017
    Transamerica Financial Advisors, Inc
    Alviso, CA
  • 10/2016 → 05/2017
    Pfs, Inc
    Springfield, VA
  • 06/2018 → 02/2019
    Transamerica Financial Advisors, Inc
    San Jose, CA
  • 05/2017 → 02/2019
    World Financial Group, Inc.
    San Jose, CA
  • 04/2019 → 12/2019
    Palo Alto, CA
  • 04/2023 → 03/2024
    Transamerica Financial Advisors, Inc
    Alviso, CA
  • 08/2022 → 03/2024
    World Financial Group, Inc.
    Alviso, CA
  • 05/2015 → Present
    Delta Airlines
    San Francisco, CA
  • 10/2019 → Present
    Hlw & Jewsr Holdings Llc
    Saratoga, CA
  • 08/2019 → 12/2022
    Apple
    Santa Clara, CA
  • 09/2020 → 08/2022
    Santa Clara, CA
  • 08/2017 → Present
    Hongwei Medical Group
    Cupertino, CA
  • 04/2017 → Present
    Ssc International Medical Centers
    San Jose, CA
  • 11/2022 → 08/2023
    Hl Acupuncture Clinic
    San Jose, CA
  • 03/2002 → Present
    Primerica Financial Servives
    Santa Clara, CA
  • 04/2024 → Present
    Santa Clara, CA
Previous Registrations
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. Hongwei Medical Group (1099) - Not investment related, San Jose, CA 95131, HR Manager, 03/2017 to Present, 10 hours a month (2 hours during securities trading hours). HL & Jewsr Holdings LLC (1099), Not investment related, Saratoga, CA 95070, Managing Member, 09/2020 to Present, 10 hours a month (0 hours during securities trading hours).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-09
S63 Uniform Securities Agent State Law Examination 2002-12-30
  • S66 Uniform Combined State Law Examination
    2013-12-09
  • S63 Uniform Securities Agent State Law Examination
    2002-12-30
Other Names
  • Jamel Evan Wright

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