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James Christopher Head

PFS Investments Inc.

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About James Christopher Head

James Christopher Head is a financial advisor with PFS Investments Inc. located in FORT WORTH, TX. James has been in the financial services industry since 2009 and is licensed to provide investment advice and securities brokerage services in Texas. He previously worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, FARMERS FINANCIAL SOLUTIONS, LLC, MML INVESTORS SERVICES, LLC and EDWARD JONES. James is a Series 7 and Series 66 licensed financial advisor and holds the SIE exam. James specializes in providing financial advice to individuals, corporations, and charitable organizations.

Firm Information

James Head 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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James Head’s Registration & Firm History

TX

05/12/2023 - Present

PFS Investments Inc. (FORT WORTH TX)

TX

05/06/2019 - 05/13/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)

TX

02/14/2012 - 06/12/2017

FARMERS FINANCIAL SOLUTIONS, LLC (WINNSBORO TX)

TX

09/14/2010 - 03/10/2011

MML INVESTORS SERVICES, LLC (LUBBOCK TX)

TX

01/26/2009 - 06/29/2010

EDWARD JONES (LUBBOCK TX)

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Licenses & Designations

BOTH

Issued 08/07/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/12/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Christopher Head.
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