Nancy Jane Lerma

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

• 03/2023 → Present
  Primerica Financial Services
  Bakersfield, CA
• 10/2023 → Present
  Pfs Investments Inc.
  Bakersfield, CA
• 05/2022 → Present
  Holmes Family Foundation
  Taft, CA
• 05/2001 → Present
  Bakersfield Racquet Club
  Bakersfield, CA

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. Bakersfield Racquet Club, not investment related, Instructor (1099), 05/2001 to present, Bakersfield CA, 2 hours a week (0 hours during securities trading hours)

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-25
• S63 Uniform Securities Agent State Law Examination
  2023-11-18

Other Names

• Nancy Jane Lerma