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Robert Edward Jordan

Pfs Investments Inc.

Fort Mill, SC

Rock Hill, SC

CRD 2020977

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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
TX RA APPROVED_RES 2026-06-05
SC RA APPROVED 2023-03-06
  • TX RA
    APPROVED_RES
    Since 2026-06-05
  • SC RA
    APPROVED
    Since 2023-03-06

Branch Locations

2012 West Highway 160 Suite 7, Fort Mill, SC 29708 • United States

Rock Hill, SC • 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 Fort Mill SC 09/2017 Present
Primerica Financial Services Fort Mill SC 02/2017 Present
Tempur Sealy Inc Green Island NY 05/2007 08/2018
  • 09/2017 → Present
    Fort Mill, SC
  • 02/2017 → Present
    Primerica Financial Services
    Fort Mill, SC
  • 05/2007 → 08/2018
    Tempur Sealy Inc
    Green Island, NY
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. 03/2019 - PRESENT, Handyman/Self Employed, Handyman Service 04/2021 - PRESENT, Licensed Notary Public in South Carolina.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-10
S63 Uniform Securities Agent State Law Examination 2017-10-04
  • S65 Uniform Investment Adviser Law Examination
    2023-02-10
  • S63 Uniform Securities Agent State Law Examination
    2017-10-04
Other Names
  • Robert E Jordan
  • Bob Edward Jordan

View on SEC IAPD

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