Jesse Andrew Dare

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

• 05/2021 → Present
  Pfs Investments Inc.
  Columbia, SC
• 05/2021 → Present
  Primerica Financial Services
  Columbia, SC
• 05/2015 → 05/2021
  Blue Cross & Blue Shield Of Mississippi
  Flowood, MS
• 12/2022 → 11/2024
  Havarti Risk Services
  Indianapolis, IN
• 08/2025 → Present
  Bcbs-Sc
  Columbia, SC

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. Pasco Advisers, Not investment related, 1220 Waterway Blvd., Indianapolis, IN 46202, Independent contractor, Independent Healthcare Strategy Adviser, 09/2022 to Present, 40 hours committed per month (20 hours during securities trading hours), Actuarial related work. Dare Enterprises LLC dba Dare Actuarial Consulting (1099) - Not investment related - Brandon, MS 39047 - Consultant - 12/2024 to Present - 80 hours committed per month (50 hours during securities trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-18
• S63 Uniform Securities Agent State Law Examination
  2021-06-05