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Jeffery Dean Paddyfote

PFS Investments Inc.

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About Jeffery Dean Paddyfote

Jeffery Paddyfote has over 14 years of experience in the financial services industry. Jeffery is a Registered Representative and Investment Advisor Representative licensed in South Carolina and North Carolina. Jeffery has held previous positions with Wells Fargo Advisors, LLC, BB&T Securities, LLC and BB&T Investment Services, Inc. Currently, Jeffery is affiliated with PFS Investments Inc. and offers portfolio management services to individuals.

Firm Information

Jeffery Paddyfote 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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Jeffery Paddyfote’s Registration & Firm History

SC

10/19/2023 - Present

PFS Investments Inc. (SPARTANBURG SC)

NC

02/05/2020 - 10/26/2021

WELLS FARGO CLEARING SERVICES, LLC (GASTONIA NC)

NC

01/02/2018 - 11/04/2019

BB&T SECURITIES, LLC (CHARLOTTE NC)

NC

07/14/2017 - 01/02/2018

BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)

NC

12/16/2013 - 06/14/2017

WELLS FARGO CLEARING SERVICES, LLC (GASTONIA NC)

NC

11/17/2010 - 12/12/2013

PRINCOR FINANCIAL SERVICES CORPORATION (CHARLOTTE NC)

NC

09/08/2008 - 11/16/2010

JBS LIBERTY SECURITIES, INC. (KANNAPOLIS NC)

NA

07/09/1990 - 12/31/1991

AMEV INVESTORS, INC.

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Licenses & Designations

IA

Issued 05/14/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/14/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2017

Series 7 - General Securities Representative Examination

BC

Issued 09/06/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffery Dean Paddyfote.
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