Bradley Goldbach

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

• 11/2011 → Present
  Pfs Investments Inc
  Jacksonville, FL
• 04/2011 → Present
  Primerica Financial Services
  Jacksonville, FL
• 10/2015 → 02/2020
  Pearson Education
  Iowa City, IA
• 10/2016 → 02/2020
  James T. Meyer, Inc.
  Jacksonville, FL
• 10/2023 → 10/2024
  Scale Ai
  San Francisco, CA
• 02/2025 → 07/2025
  Lightstream Marketing Agency
  Telford, PA
• 07/2025 → Present
  Xai
  Palo Alto, CA

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

• S65 Uniform Investment Adviser Law Examination
  2022-03-22
• S63 Uniform Securities Agent State Law Examination
  2016-01-15

Other Names

• Bradley William Goldbach