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Derly Jean

PFS Investments Inc.

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About Derly Jean

Derly Jean is an investment advisor representative with PFS Investments Inc., who has been in the industry since April 20, 2015. Derly Jean is registered in Connecticut, Florida, Georgia, Massachusetts, New Jersey, New York, Pennsylvania, Texas, and Virginia as a Broker-Dealer and an Investment Advisor Representative. Derly Jean has passed both the Series 65 and Series 63 state exams as well as Series 6 and 26 principal exams. Derly Jean also holds the Securities Industry Essentials (SIE) designation. Derly Jean works with high net worth individuals, individuals other than high net worth, corporations or other businesses, and charitable organizations. Derly Jean's office is located in Union, New Jersey at 1767 MORRIS AVE STE H, 07083.

Firm Information

Derly Jean is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Derly Jean’s Registration & Firm History

NJ

02/01/2019 - Present

PFS Investments Inc. (UNION NJ)

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Licenses & Designations

IA

Issued 11/29/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/05/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/15/2016

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Derly Jean.
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