Edward Joseph Helm

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

• 12/2020 → 04/2022
  Tfs Securities Inc
  Lincroft, NJ
• 12/2008 → 11/2018
  Abington Holding Llc
  New York, NY
• 06/2022 → Present
  Pfs Investments Inc.
  Farmingdale, NY
• 10/2018 → Present
  Primerica Financial Services
  Farmingdale, NY

Previous Registrations

• 2021-11-30 → 2022-05-06
  World Investments, Llc
  Bayonne, NJ
  Massapequa, NY

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. Edward J Helm, CPA PC, not investment related, Massapequa, NY 11757, nature: bookkeeping & taxes, position: owner, start date: 11/2019 to present, 140 hours per month, 140 hours during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-27
• S63 Uniform Securities Agent State Law Examination
  2021-10-01