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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-01-05
  • CO RA
    APPROVED
    Since 2022-01-05

Branch Locations

3595 E Fountain Blvd Ste 210, Colorado Springs, CO 80910 • 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 Colorado Springs CO 04/2007 Present
Pfs Investments Inc Colorado Springs CO 10/2011 Present
Freedom Honda Colorado Springs CO 07/2017 09/2017
Larry H Miller Toyota Colorado Springs CO 10/2017 01/2018
Jimmy John Colorado Springs CO 05/2020 Present
  • 04/2007 → Present
    Primerica Financial Services
    Colorado Springs, CO
  • 10/2011 → Present
    Colorado Springs, CO
  • 07/2017 → 09/2017
    Freedom Honda
    Colorado Springs, CO
  • 10/2017 → 01/2018
    Larry H Miller Toyota
    Colorado Springs, CO
  • 05/2020 → Present
    Jimmy John
    Colorado Springs, CO
Previous Registrations
  • 2014-03-31 → 2021-12-31
    Millbury, MA
    Colorado Springs, CO
    Palm Beach Garden, FL
    Colorado Springs, CO
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. 03/2012-11/2012; Pride Soccer Club, Coach.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-14
S63 Uniform Securities Agent State Law Examination 2012-12-01
  • S65 Uniform Investment Adviser Law Examination
    2014-02-14
  • S63 Uniform Securities Agent State Law Examination
    2012-12-01
Other Names
  • Jacob Michael Marchesani
  • Jacob Marchesani

View on SEC IAPD

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