Jacob Thomas Reis

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

• 08/2018 → 01/2019
  Pfs Investments Inc.
  Urbandale, IA
• 05/2018 → Present
  Primerica Financial Services
  Urbandale, IA
• 07/2008 → 05/2018
  Dc-G School
  Grimes, IA
• 06/2019 → Present
  Pfs Investments Inc.
  Urbandale, IA
• 07/2018 → 05/2023
  Iowa State University
  Ames, IA

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-10
• S63 Uniform Securities Agent State Law Examination
  2020-01-10

Other Names

• Jacob Reis