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Pfs Investments Inc. CRD 10111
$15.5B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-07-31 |
Branch Locations
1 Primerica Parkway, Duluth, GA 30099 • United States
Loganville, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Duluth | GA | 03/2014 | 05/2017 |
| Cetera Investment Advisers Llc | Duluth | GA | 03/2014 | 05/2017 |
| Cetera Investment Services Llc | St.CLoud | MN | 03/2014 | 05/2017 |
| The Jimison Group | Grayson | GA | 04/2017 | Present |
| J.D. Mellberg Financial, Llc | Tucson | AZ | 05/2017 | 07/2019 |
| Secure Investment Managment, Llc | Tucson | AZ | 05/2017 | 05/2018 |
| Primerica Financial Services | Duluth | GA | 07/2019 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 04/2017 these sales activities will be conducted under the D/B/A of real estate agen: Coldwell Banker Commercial/Better Homes and Gardens Real Estate Metro Brokers, dba The Jimison Group - 516 Sosebee Farm Road, Suite 1246, Grayson, GA. 30017 - Georgia Real Estate Agent License- 15- 20 hours per week and during trading hours. ) Non-investment related business. 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-07-22 |
| S65 | Uniform Investment Adviser Law Examination | 1999-08-30 |
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