Jonathan Shields

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

• 10/2021 → Present
  Pfs Investments Inc.
  Oklahoma City, OK
• 10/2009 → Present
  Primerica Financial Services
  Oklahoma City, OK
• 09/2019 → 11/2020
  Forum Of Christian Leaders
  Lisle, IL
• 08/2016 → 08/2019
  Beijing Smic Private School
  Beijing
• 01/2022 → Present
  Ray Chinese School
  Lisle, IL
• 08/2025 → Present
  Dove Schools Tulsa
  Tulsa, OK

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. Ray Chinese School, Not Investment Related 2929 Green Tails Dr, Tutor, 01/2022 To Present, 16 Hours Per Month (0 Hours Per Month During Securities Trading Hours). Outlier AI, (1099), Not Investment related, Warrenville, Illinois 60555, Al Teacher, 02/2024 to present, 10 hours committed per month, 10 hours during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-24
• S63 Uniform Securities Agent State Law Examination
  2021-12-20

Other Names

• Jonathan Mark Shields