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Jean Widmy Romelus

PFS Investments Inc.

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About Jean Widmy Romelus

Jean Widmy Romelus is a financial professional registered with PFS Investments Inc. Jean holds the Series 6, Series 63, and SIE licenses. Jean is a registered representative in Florida and Virginia. Jean has been active in the financial services industry since December 7, 2017. Jean has experience working with individuals, corporations, and charitable organizations. Jean focuses on helping clients reach their financial goals.

Firm Information

Jean Romelus 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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Jean Romelus’s Registration & Firm History

FL

01/12/2024 - Present

PFS Investments Inc. (FORT LAUDERDALE FL)

FL

01/12/2023 - 12/31/2023

PFS INVESTMENTS INC. (FORT LAUDERDALE FL)

VA

01/11/2022 - 12/31/2022

PFS INVESTMENTS INC. (ASHBURN VA)

VA

01/20/2021 - 12/31/2021

PFS INVESTMENTS INC. (STERLING VA)

VA

10/18/2017 - 12/31/2020

PFS INVESTMENTS INC. (STERLING VA)

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Licenses & Designations

BC

Issued 11/28/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jean Widmy Romelus. Review regulatory record here.
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