Severan Roche

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

• 03/2024 → Present
  Primerica Financial Services
  Jacksonville, FL
• 10/2024 → Present
  Pfs Investments Inc.
  Jacksonville, FL
• 08/2018 → 06/2021
  Providence School
  Jacksonville, FL
• 01/2014 → 08/2018
  Palmer Catholic Academy
  Ponte Vedra, FL
• 07/2020 → 01/2024
  Tacolu
  Jacksonville, FL

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. Juice Plus+ (1099); Not investment related, Collierville, TN 38017, Partner Plus, 11/2023 to Present, 5 hours a month (5 hours during securities trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-19
• S63 Uniform Securities Agent State Law Examination
  2025-07-01