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Harriette B Jasper

PFS Investments Inc.

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About Harriette B Jasper

Harriette Jasper is a financial professional with over 11 years of experience in the financial industry. Harriette is registered as an investment advisor representative with PFS Investments Inc. and is licensed to provide financial advice in multiple states, including Colorado, Texas, and others. Harriette has passed the Series 6, Series 26, Series 63, and Series 65 exams. Her professional experience includes working with clients in various areas such as insurance, mortgage, and home security. Harriette is a member of BNI Greater Colorado Springs and is actively involved in the community. Harriette provides financial advice to a range of clients, including individuals, families, corporations, and charitable organizations.

Firm Information

Harriette Jasper 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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Harriette Jasper’s Registration & Firm History

CO

02/24/2022 - Present

PFS Investments Inc. (Colorado Springs CO)

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Licenses & Designations

IA

Issued 04/25/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/06/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/20/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Harriette B Jasper.
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