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Jonathan Daniel Bowen

Pfs Investments Inc.

Canton, MA

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Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-04-02
  • MA RA
    APPROVED
    Since 2024-04-02

Branch Locations

275 Turnpike Street Suite 101, Canton, MA 02021 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc. Canton MA 06/2021 Present
Primerica Financial Services Canton MA 12/2020 Present
Hub Edge Realty Llc Stoughton MA 01/2016 08/2023
Loan Factory, Inc. San Jose CA 08/2024 Present
  • 06/2021 → Present
    Canton, MA
  • 12/2020 → Present
    Primerica Financial Services
    Canton, MA
  • 01/2016 → 08/2023
    Hub Edge Realty Llc
    Stoughton, MA
  • 08/2024 → Present
    Loan Factory, Inc.
    San Jose, CA
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. Hub Edge Real Estate, Not Investment Related , 533 School St Stoughton, MA 02072, Manager , May 2002 to Present , 80 hours per month (60 hours per month during securities trading hours ) , legal entity formed solely for Real Estate business. Jonathan Bowen, Not investment related, Stoughton, MA 02072, Real Estate Broker, 06/2026 to Present, 5 hours committed per month (5 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-16
S63 Uniform Securities Agent State Law Examination 2021-07-16
  • S65 Uniform Investment Adviser Law Examination
    2024-01-16
  • S63 Uniform Securities Agent State Law Examination
    2021-07-16
Other Names
  • Jonathan D Bowen

View on SEC IAPD

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