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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:

Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-03-15
  • VA RA
    APPROVED
    Since 2023-03-15

Branch Locations

1180 N Mountain Springs Pkwy Ste 204-A, Springville, UT 84663 • United States

6500 Harbour View Ct Ste 200-D, Midlothian, VA 23112 • United States

Keysville, VA • 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
Primerica Financial Services Midlothian VA 06/2007 Present
Pfs Investments Inc. Orem UT 02/2008 12/2016
Vip Kids San Fransisco CA 11/2016 07/2022
Ups Orem UT 12/2016 01/2017
Pfs Investments Inc. Midlothian VA 06/2017 Present
Purco Spanish Fork UT 02/2017 10/2018
  • 06/2007 → Present
    Primerica Financial Services
    Midlothian, VA
  • 02/2008 → 12/2016
    Orem, UT
  • 11/2016 → 07/2022
    Vip Kids
    San Fransisco, CA
  • 12/2016 → 01/2017
    Ups
    Orem, UT
  • 06/2017 → Present
    Midlothian, VA
  • 02/2017 → 10/2018
    Purco
    Spanish Fork, UT
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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-23
S63 Uniform Securities Agent State Law Examination 2008-05-31
  • S65 Uniform Investment Adviser Law Examination
    2023-02-23
  • S63 Uniform Securities Agent State Law Examination
    2008-05-31
Other Names
  • Nathan A Jaynes

View on SEC IAPD

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