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Joe Shewmaker

Pfs Investments Inc.

Jupiter, FL

CRD 6104735

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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
FL RA APPROVED 2014-04-23
  • FL RA
    APPROVED
    Since 2014-04-23

Branch Locations

6650 W Indiantown Rd Ste 315, Jupiter, FL 33458 • 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
Pfs Investments Inc. Jupiter FL 08/2012 Present
Primerica Financial Services Jupiter FL 07/2011 Present
Martin County Schools Stuart FL 08/2013 05/2025
  • 08/2012 → Present
    Jupiter, FL
  • 07/2011 → Present
    Primerica Financial Services
    Jupiter, FL
  • 08/2013 → 05/2025
    Martin County Schools
    Stuart, FL
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 2013-09-05
  • S65 Uniform Investment Adviser Law Examination
    2013-09-05
Other Names
  • Joe Ron Shewmaker

View on SEC IAPD

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