James Edward Lee

Current Employers

Employment History

• 06/1992 → Present
  Primerica Financial Services
  Urbandale, IA
• 05/2024 → Present
  Pfs Investments Inc.
  Urbandale, IA
• 01/2024 → 10/2024
  Emc Insurance
  Des Moines, IA
• 12/2022 → 01/2024
  Emc Insurance
  Des Moines, IA
• 03/2020 → 12/2022
  Emc Insurance
  Des Moines, IA
• 12/2019 → 03/2020
  Unemployed
  Urbandale, IA
• 05/2019 → 12/2019
  Iowa Healthcare Collaborative
  Des Moines, IA
• 07/2015 → 05/2019
  Wells Fargo Consumer Lending
  West Des Moines, IA
• 04/2019 → 02/2023
  Prairie Design Solutions/Self Employed
  St Cloud, MN
• 05/2025 → 09/2025
  The Palmer Group/Corteva
  Johnston, IA
• 10/2025 → 08/2026
  Irg
  Miami, 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-28
• S63 Uniform Securities Agent State Law Examination
  2024-07-06

Other Names

• James Edward Lee
• James Lee