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Jeffrey Scott Kaufman

PFS Investments Inc.

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About Jeffrey Scott Kaufman

Jeffrey Kaufman is a financial professional with over 30 years of experience in the financial services industry. Jeffrey is currently registered with PFS Investments Inc. as an investment advisor. Jeffrey is also a Registered Representative and holds Series 6, Series 26, and SIE licenses. Previous employers include American Express Financial Advisors Inc., IDS Life Insurance Company and PFS Investments Inc. Jeffrey has a strong background in investment company products/variable contracts, and has provided financial services to individuals, high net worth individuals, corporations or other businesses and charitable organizations.

Firm Information

Jeffrey Kaufman 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 Kaufman’s Registration & Firm History

FL

03/19/2009 - Present

PFS Investments Inc. (GREENACRES FL)

GA

01/29/1993 - 09/05/2007

PFS INVESTMENTS INC. (DULUTH GA)

MN

08/18/1992 - 12/11/1992

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/18/1992 - 12/11/1992

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

GA

10/03/1991 - 10/05/1992

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 04/17/1997

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffrey Scott Kaufman. Review regulatory record here.
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