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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-08-16
  • OH RA
    APPROVED
    Since 2018-08-16

Branch Locations

9078 Union Centre Blvd Ste 350, West Chester, OH 45069 • United States

Monroe, OH • 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 West Chester OH 08/2008 Present
Pfs Investments Inc West Chester OH 07/2018 Present
  • 08/2008 → Present
    Primerica Financial Services
    West Chester, OH
  • 07/2018 → Present
    West Chester, OH
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. First Christian Church, Not Investment Related, Covington, KY 41011, Nature of Business: Pianist, Position/Title: Pianist, 01/2026 to Present, 12 hours per month (0 of hours per month during securities trading hours). C&D Production and Design, Not investment related, Cincinnati, OH 45225, Property Manager (1099), 08/2026 to Present, 2 hours committed per month (1 hour during securities trading hours).

Other Names
  • Joanna Ruth Ward
  • Joanna Ruth Macdowell
  • Joanna Ruth Hackett
  • Joanna Ruth Haffner
  • Joanna R Ward

View on SEC IAPD

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