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Jennifer Brooke Mortensen

PFS Investments Inc.

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About Jennifer Brooke Mortensen

Jennifer Mortensen is a financial professional registered with PFS Investments Inc., a well-established firm with a strong focus on providing comprehensive financial solutions. Jennifer is dedicated to helping clients achieve their financial goals and has a proven track record of success in the industry. She is committed to providing personalized attention and guidance to each client, ensuring that their needs are met with the utmost care and professionalism. Jennifer's expertise and experience, coupled with PFS Investments Inc.'s extensive resources, make her a valuable asset to any individual seeking sound financial advice and guidance.

Firm Information

Jennifer Mortensen 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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Jennifer Mortensen’s Registration & Firm History

SC

06/07/2024 - Present

PFS Investments Inc. (GREENVILLE SC)

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Licenses & Designations

BC

Issued 07/06/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/07/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/15/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Brooke Mortensen.
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