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Jeffrey Milton Read

PFS Investments Inc.

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About Jeffrey Milton Read

Jeffrey Milton Read is a registered representative and investment advisor representative who has been active in the financial services industry since September 1, 2011. Jeffrey Milton Read is currently registered with PFS Investments Inc. in Georgia. Jeffrey Milton Read has passed the Series 63, Series 65, Series 51, Series 26 and SIE exams. Jeffrey Milton Read is also registered in Massachusetts and Rhode Island as well as Georgia. PFS Investments Inc. has reported assets under management ranging from $8 Billion to $10 Billion with 59,808 accounts under management. The majority of clients of PFS Investments Inc. are individuals other than high-net-worth individuals.

Firm Information

Jeffrey Read 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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Jeffrey Read’s Registration & Firm History

GA

10/04/2012 - Present

PFS Investments Inc. (DULUTH GA)

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Licenses & Designations

IA

Issued 10/02/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/21/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2012

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 09/30/2011

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Milton Read.
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