Jesus Guerra

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

• 11/2012 → Present
  Pfs Investments Inc
  Laredo, TX
• 11/2011 → Present
  Primerica Financial Services
  Laredo, TX
• 01/2008 → 06/2022
  Texas Real Estate Agent
  Laredo, TX
• 11/2023 → Present
  Primerica Mortgage, Llc
  Laredo, TX
• 01/2023 → 01/2023
  Ferrando Financial Llc
  Austin, TX
• 06/2022 → 01/2023
  Primerica Mortgage Llc
  Laredo, TX
• 01/2023 → Present
  Texas Real Estate Agent
  Laredo, TX

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. Texas Premier Realty, Not investment related, San Antonio, TX 78218, Real Estate Agent (1099), 01/2023 to Present, 192 hours committed per month (110 hours during securities trading hours). Marco Vending, Not investment related, Laredo, TX 78045, Owner/Director, 01/2023 to Present, 15 hours committed per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-07
• S63 Uniform Securities Agent State Law Examination
  2012-12-27

Other Names

• Jesus Francisco Guerra