James Morrey

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

• 08/2010 → Present
  Pfs Investments Inc.
  Spring Green, WI
• 11/2009 → Present
  Primerica Financial Services
  Spring Green, WI
• 04/2018 → 04/2019
  Cvsoa
  Waterloo, IA

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. Morrey & Associates Corp., Investment Related 102 South Washington Street Spring, WI 53588, Primerica Business Purposes, Owner, 08/2019-Present,160 Hours Per Month (140 Hours Per Month During Securities Trading Hours) , Legal Entity Formed Solely For Primerica Business Purposes Property rental - not investment-related, 1 hour per month (0 during trading hours) River Valley Soccer Association,1099, Not Investment Related, Spring Green, WI 53588, Referee, Start Date: 5/2023, 8 Hours Committed Per Month, (0 During Trading Hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-21
• S63 Uniform Securities Agent State Law Examination
  2011-03-18

Other Names

• James David Morrey