Ivan Douglas Jardee

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

• 09/2012 → Present
  Pfs Investments Inc.
  Gillette, WY
• 12/2010 → Present
  Primerica Financial Services
  Gillette, WY
• 09/2007 → 03/2017
  Cloud Peak Energy
  Gillette, WY

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. Paintsville Corp., Investment Related, 3805 S. Douglas Highway, Ste. #2, Gillette, WY, 82716, Primerica Business Purposes, Co-Owner, 12/2017 to Present, 160 hours per month (160 hours per month during securities trading hours), legal entity formed by agent solely for Primerica business. Jardee Enterprises, Inc., Investment Related, 3805 S. Douglas Highway, Ste. #2, Gillette, WY, 82716, Primerica Business Purposes, Co-Owner, 12/2014 to Present, 20 hours per month (20 hours per month during securities trading hours), legal entity formed by agent solely for Primerica business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-08
• S63 Uniform Securities Agent State Law Examination
  2013-05-09