Sunny Jason Reed

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

• 08/2022 → Present
  Primerica Financial Services
  Worthington, OH
• 01/2023 → Present
  Pfs Investments Inc.
  Worthington, OH
• 09/2021 → 11/2024
  Directv Llc
  Columbus, OH
• 01/2014 → 08/2021
  At&Amp;T
  Milwaukee, WI

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. TU E.B.M. LLC, Investment Related, Worthington, Ohio 43085, Primerica Business Purposes, Co-Owner, 04/14/2026 To Present, 160 Hours Per Month (150 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely For Primerica Business Purposes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-31
• S63 Uniform Securities Agent State Law Examination
  2023-01-30