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Jason Lamont Ingram

Pfs Investments Inc.

Houston, TX

CRD 7718441

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-01
  • TX RA
    APPROVED
    Since 2024-07-01

Branch Locations

3200 Wilcrest Dr Ste 200, Houston, TX 77042 • 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
OrganizationCityStateFromTo
Primerica Financial Services Houston TX 12/2019 Present
Pfs Investments Inc. Houston TX 03/2023 Present
California University Of Pennsylvania California PA 01/2014 12/2017
1-800-Got-Junk Pittsburgh PA 06/2014 02/2018
Total Quality Logistics Pittsburgh PA 02/2018 06/2018
Mattress Firm Pittsburgh PA 07/2018 11/2018
Jared Galleria Of Jewerly Pittsburgh PA 11/2018 01/2021
Mens Warehouse Pittsburgh PA 04/2019 03/2020
Ok Grocery Pittsburgh PA 05/2020 02/2021
Lowes Houston TX 10/2022 11/2022
  • 12/2019 → Present
    Primerica Financial Services
    Houston, TX
  • 03/2023 → Present
    Houston, TX
  • 01/2014 → 12/2017
    California University Of Pennsylvania
    California, PA
  • 06/2014 → 02/2018
    1-800-Got-Junk
    Pittsburgh, PA
  • 02/2018 → 06/2018
    Total Quality Logistics
    Pittsburgh, PA
  • 07/2018 → 11/2018
    Mattress Firm
    Pittsburgh, PA
  • 11/2018 → 01/2021
    Jared Galleria Of Jewerly
    Pittsburgh, PA
  • 04/2019 → 03/2020
    Mens Warehouse
    Pittsburgh, PA
  • 05/2020 → 02/2021
    Ok Grocery
    Pittsburgh, PA
  • 10/2022 → 11/2022
    Lowes
    Houston, TX
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-25
S63 Uniform Securities Agent State Law Examination 2023-05-30
  • S65 Uniform Investment Adviser Law Examination
    2024-06-25
  • S63 Uniform Securities Agent State Law Examination
    2023-05-30
Other Names
  • Jason Ingram

View on SEC IAPD

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