Jon Michael Loebner

Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2007 → Present
  Pfs Investments Inc
  St Louis, MO
• 03/2007 → Present
  Primerica Financial Services
  St Louis, MO
• 06/1988 → 05/2018
  Laclede Gas Co
  St Louis, MO

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. Co-Trustee (for Mother), Not Investment Related, Maryland Heights, MO, 6/12/19 to Present Co-Trustee (for Father), Not Investment Related, Maryland Heights, MO, 6/12/19 to Present

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-01
• S63 Uniform Securities Agent State Law Examination
  2008-05-24

Other Names

• Jon Michael Loebner