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Jan Barry Scher

PFS Investments Inc.

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About Jan Barry Scher

Jan Barry Scher is a financial professional with over 37 years of experience in the industry. Jan is a registered representative of PFS Investments Inc. and is licensed to provide financial advice in 13 states. Jan specializes in Investment Company Products/Variable Contracts and holds several licenses, including Series 6, Series 26 and Series 63. Jan is committed to providing clients with personalized financial planning and investment management services. PFS Investments Inc. is an independent broker-dealer and registered investment advisor based in Duluth, Georgia. The firm has over 3,500 employees and manages approximately $8.5 billion in client assets.

Firm Information

Jan Scher 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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Jan Scher’s Registration & Firm History

FL

11/18/1985 - Present

PFS Investments Inc. (SUNRISE FL)

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Licenses & Designations

BC

Issued 03/03/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/03/1989

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 11 public disclosures for Jan Barry Scher. Review regulatory record here.
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