Jeffrey Scott Milne

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

• 08/2016 → 05/2017
  Pruco Securities, Llc
  Birmingham, AL
• 11/2016 → 05/2017
  The Prudential Insurance Company Of America
  Birmingham, AL
• 08/2016 → 05/2017
  Financial Professional Associate
  Birmingham, AL
• 09/1989 → Present
  Primerica Financial Services
  Las Cruces, NM
• 06/2017 → Present
  Pfs Investments Inc.
  Las Cruces, NM
• 07/2018 → 09/2019
  Publix
  Birmingham, AL
• 06/2019 → Present
  Cmj Financial Group
  Hoover, AL

Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 06/12/2019 these sales activities will be conducted under the D/B/A of CMJ Financial Group. 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
  2017-07-16
• S63 Uniform Securities Agent State Law Examination
  2016-10-23

Designations

• Certified Financial Planner