Joshua Allen Shappell

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

• 10/2017 → 03/2018
  Edward Jones
  St Louis, MO
• 12/2015 → 10/2017
  Rite Aid Corporation
  Etters, PA
• 09/2015 → 10/2017
  Allen's Eatery
  Lewisberry, PA
• 04/2018 → 05/2018
  Lpl Financial Llc
  Carlisle, PA
• 04/2025 → Present
  Primerica Financial Services
  Tierra Verde, FL
• 06/2025 → Present
  Pfs Investments Inc.
  Tierra Verde, FL
• 02/2022 → Present
  Payscale
  Seattle, WA
• 07/2021 → 02/2022
  Futuresense, Llc
  San Rafael, CA
• 06/2020 → 07/2021
  Post Acute Medical
  Enola, PA
• 09/2019 → 06/2020
  Royal Caribbean Cruises Ltd.
  Miami, FL
• 05/2018 → 09/2019
  Te Connectivity
  Middletown, PA

Previous Registrations

• 2018-01-03 → 2018-03-20
  Edward Jones
  Etters, PA
  St Louis, MO

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. Atlas Coast Travel Group, Not investment related, Winter Haven, FL 33881, Travel Agent (1099), 07/2026 to Present, 5 hours committed per month (0 hours during securities trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-25
• S63 Uniform Securities Agent State Law Examination
  2025-07-26
• S66 Uniform Combined State Law Examination
  2017-12-29

Other Names

• Joshua Shappell
• Joshua Al Shappell