linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jack Stephan Simon

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jack? Claim Your Profile

About Jack Stephan Simon

Jack Stephan Simon is a registered representative with PFS Investments Inc. Jack has been in the financial services industry since 1994. Jack's experience includes working with individuals, families, and businesses to develop and implement financial plans that meet their specific needs. Jack is also a licensed investment advisor representative in Wisconsin. Jack holds Series 6, 63, 26, and 65 licenses, as well as the SIE exam. Jack is dedicated to providing clients with personalized advice and guidance. Prior to PFS Investments Inc., Jack worked with First American National Securities, Inc. Jack is committed to helping clients achieve their financial goals.

Firm Information

Jack Simon 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.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jack Simon’s Registration & Firm History

WI

04/06/2017 - Present

PFS Investments Inc. (OSHKOSH WI)

GA

11/02/1987 - 01/04/1991

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

Not sure if Jack Stephan Simon is right for you?

Licenses & Designations

IA

Issued 03/24/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/19/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/02/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Jack Stephan Simon. Review regulatory record here.
Not sure if Jack Stephan Simon is right for you?