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James Edward Reitz

PFS Investments Inc.

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About James Edward Reitz

James Edward Reitz is a financial advisor with PFS Investments Inc. based in Mentor, Ohio. James has been working in the financial services industry since July 1994. James is registered with the state of Ohio as both a broker-dealer and an investment advisor. James is also licensed to sell securities in Ohio and holds the Series 6, Series 63, and Series 65 securities licenses, as well as the SIE Exam. James's previous employment experience includes working for WORLD GROUP SECURITIES, INC. and PRUCO SECURITIES, LLC. James's primary focus is on providing financial advice to individuals and other types of clients such as corporations and charitable organizations.

Firm Information

James Reitz 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 Reitz’s Registration & Firm History

OH

05/16/2017 - Present

PFS Investments Inc. (MENTOR OH)

GA

03/26/2004 - 12/31/2004

WORLD GROUP SECURITIES, INC. (DULUTH GA)

NJ

08/12/1983 - 02/11/2004

PRUCO SECURITIES, LLC. (NEWARK NJ)

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Licenses & Designations

IA

Issued 06/04/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/12/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Edward Reitz.
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