James Robert Yeo

Current Employers

Employment History

• 03/2024 → Present
  Primerica Financial Services
  San Jose, CA
• 08/2024 → Present
  Pfs Investments Inc.
  San Jose, CA
• 10/2022 → 02/2024
  Sunrun
  Petaluma, CA
• 09/2022 → 10/2022
  Norcal Home
  Concord, CA
• 12/2021 → 09/2022
  Robert Yeo Consulting
  American Canyon, CA
• 07/2019 → 12/2021
  Marin Color Service
  San Rafael, CA
• 01/2019 → 07/2019
  Sfadia-Green Energy
  Hayward, CA
• 08/2017 → 01/2019
  Robert Yeo Consulting
  American Canyon, CA
• 10/2016 → 08/2017
  Energy Enterprises
  Concord, CA
• 08/2016 → 10/2016
  A1 Solar Energy
  Petaluma, 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-04
• S63 Uniform Securities Agent State Law Examination
  2024-10-01