Jonathan Osowski

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

• 02/2015 → Present
  Complete Fire Protection
  Denver, CO
• 03/2015 → Present
  Primerica Financial Services
  Castle Rock, CO
• 09/2016 → Present
  Pfs Investments Inc
  Castle Rock, CO
• 08/2017 → Present
  Avis Budget Group
  Centennial, CO

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. 10/2019-Present, licensed to build, Instructor,18193 Manchac Place Dr, Prairieville, LA 70769, Spends 20 hours per month on outside business, (Spends 0 hours per month on outside business during trading hours).

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-04-15
• S65 Uniform Investment Adviser Law Examination
  2017-04-01

Other Names

• Jonathan David Osowski