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Alberto Jonathan Fuentes Perez

Pfs Investments Inc.

El Sobrante, CA

El Sobrante, CA

CRD 8153919

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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:

Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-16
  • CA RA
    APPROVED
    Since 2026-01-16

Branch Locations

El Sobrante, CA • United States

3654 A San Pablo Dam Road, El Sobrante, CA 94803 • 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
Primerica Financial Services El Sobrante CA 01/2025 Present
Pfs Investments Inc. El Sobrante CA 09/2025 Present
Volt Auto Glass El Sobrante CA 02/2023 Present
Jj & Cc Maintenance Services Inc El Sobrante CA 08/2015 09/2023
  • 01/2025 → Present
    Primerica Financial Services
    El Sobrante, CA
  • 09/2025 → Present
    El Sobrante, CA
  • 02/2023 → Present
    Volt Auto Glass
    El Sobrante, CA
  • 08/2015 → 09/2023
    Jj & Cc Maintenance Services Inc
    El Sobrante, 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. Volt Auto Glass, Not investment related, El Sobrante, CA 94803, Nature of Business: Auto glass repair, Owner/Manager, 02/2023 to Present, 2 hours committed per month (0 hours during securities trading hours), Duties: Organize job schedule and manage day to day operations. JF Marketing, Not investment related, El Sobrante, CA 94803, Nature of Business: Online marketing, Owner/Manager, 01/2010 to Present, 2 hours committed per month (0 hours during securities trading hours), Duties: Create and implement websites.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-30
S63 Uniform Securities Agent State Law Examination 2025-09-30
  • S65 Uniform Investment Adviser Law Examination
    2025-12-30
  • S63 Uniform Securities Agent State Law Examination
    2025-09-30
Other Names
  • Alberto J Fuentes Perez

View on SEC IAPD

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