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Jeffrey Atwood Valler

Pfs Investments Inc.

Indianapolis, IN

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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-03-04
  • IN RA
    APPROVED
    Since 2025-03-04

Branch Locations

8275 Allison Point Trail Ste 100-C, Indianapolis, IN 46250 • 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 Indianapolis IN 08/2023 Present
Pfs Investments Inc. Indianapolis IN 11/2023 Present
Uber/Raiser Indianapolis IN 02/2023 07/2023
Doordash Indianapolis IN 01/2023 07/2023
Unemployed Indianapolis IN 05/2021 01/2023
Doordash Indianapolis IN 08/2020 05/2021
Uber/Raiser Indianapolis IN 09/2020 09/2020
Unemployed Indianapolis IN 01/2020 09/2020
Uber/Raiser Indianapolis IN 09/2018 01/2020
Doordash Indianapolis IN 12/2018 01/2020
Lyft Indianapolis IN 08/2018 03/2019
Unemployed Indianapolis IN 02/2014 08/2018
  • 08/2023 → Present
    Primerica Financial Services
    Indianapolis, IN
  • 11/2023 → Present
    Indianapolis, IN
  • 02/2023 → 07/2023
    Uber/Raiser
    Indianapolis, IN
  • 01/2023 → 07/2023
    Doordash
    Indianapolis, IN
  • 05/2021 → 01/2023
    Unemployed
    Indianapolis, IN
  • 08/2020 → 05/2021
    Doordash
    Indianapolis, IN
  • 09/2020 → 09/2020
    Uber/Raiser
    Indianapolis, IN
  • 01/2020 → 09/2020
    Unemployed
    Indianapolis, IN
  • 09/2018 → 01/2020
    Uber/Raiser
    Indianapolis, IN
  • 12/2018 → 01/2020
    Doordash
    Indianapolis, IN
  • 08/2018 → 03/2019
    Lyft
    Indianapolis, IN
  • 02/2014 → 08/2018
    Unemployed
    Indianapolis, IN
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 2025-02-21
S63 Uniform Securities Agent State Law Examination 2023-11-30
  • S65 Uniform Investment Adviser Law Examination
    2025-02-21
  • S63 Uniform Securities Agent State Law Examination
    2023-11-30
Other Names
  • Jeffrey Valler

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