Kyle Jones

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

• 03/2021 → Present
  Pfs Investments Inc.
  Cincinnati, OH
• 06/2020 → Present
  Primerica Financial Services
  Cincinnati, OH
• 03/2016 → Present
  Better Homes And Gardens Big Hill
  Eaton, OH
• 03/2023 → 01/2025
  Carter Lumber
  Mason, OH
• 01/2025 → Present
  Brubaker Grain Inc.
  West Alexandria, OH

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. Exp Realty, non investment related, Beavercreek, OH 45440, Realtor, 03/2022 to present, 100 hours per month (40 hours per month during securities trading hours), Real Estate Services, buy and sell homes for clients

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-09-20