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Jay Katz

PFS Investments Inc.

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About Jay Katz

Jay Katz is a financial advisor with over 20 years of experience in the financial services industry. Jay is currently registered with PFS Investments Inc. and has been with the firm since 2012. Prior to joining PFS Investments Inc., Jay was registered with World Group Securities, Inc. in Las Vegas and Duluth, GA. Jay has a broad range of experience and holds both Series 63 and Series 7 registrations as well as passing the Series 65 and SIE exams. Jay's primary focus is on portfolio management for individuals and he is committed to providing personalized financial guidance to help clients achieve their financial goals.

Firm Information

Jay Katz 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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Jay Katz’s Registration & Firm History

TX

06/30/2020 - Present

PFS Investments Inc. (PLANO TX)

TX

05/01/2012 - 08/22/2018

PFS INVESTMENTS INC. (DALLAS TX)

NV

02/20/2008 - 04/09/2010

WORLD GROUP SECURITIES, INC. (LAS VEGAS NV)

GA

05/16/2005 - 01/23/2006

WORLD GROUP SECURITIES, INC. (DULUTH GA)

NY

09/12/2000 - 04/12/2004

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

CA

12/15/1997 - 04/28/1999

BA INVESTMENT SERVICES, INC. (OAKLAND CA)

MA

06/16/1995 - 05/13/1997

THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY (WORCESTER MA)

NY

05/25/1993 - 09/23/1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/04/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/03/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/22/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jay Katz.
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