James Yonn

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:

Current Employers

Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2020-07-16

FL RA
APPROVED

Since 2020-07-16

Branch Locations

855 Sw Baya Drive, Lake City, FL 32025 • United States

Lake Butler, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Florida Department Of Corrections	Lake Butler	FL	12/2013	03/2023
Primerica Financial Services	Lake City	FL	04/2016	Present
Pfs Invesements Inc.	Lake City	FL	02/2017	Present

12/2013 → 03/2023

Florida Department Of Corrections

Lake Butler, FL
04/2016 → Present

Primerica Financial Services

Lake City, FL
02/2017 → Present

Pfs Invesements Inc.

Lake City, FL

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.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2026-05-01
S65	Uniform Investment Adviser Law Examination	2020-06-18

S63 Uniform Securities Agent State Law Examination

2026-05-01
S65 Uniform Investment Adviser Law Examination

2020-06-18

Other Names

James Henry Yonn

View on SEC IAPD