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Jennifer Chase

PFS Investments Inc.

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About Jennifer Chase

Jennifer Chase has been in the financial services industry since 1997. Jennifer is currently registered with PFS Investments Inc., and has been with the firm since 2004. Prior to PFS Investments Inc., Jennifer was employed by Lord Abbett, OppenheimerFunds Distributor, Inc., and Scotia Capital Markets (USA) Inc. Jennifer has been licensed to sell securities and provide investment advisory services in multiple states. Jennifer holds the Series 7, Series 63, and Series 65 licenses. Jennifer's specializations include portfolio management for individuals.

Firm Information

Jennifer Chase 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 Chase’s Registration & Firm History

NY

07/08/2021 - Present

PFS Investments Inc. (RICHMOND HILL NY)

NJ

03/15/2006 - 12/02/2015

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

GA

03/26/2004 - 03/09/2006

PFS INVESTMENTS INC. (DULUTH GA)

NY

03/25/1998 - 07/18/2003

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

NY

11/21/1997 - 03/04/1998

SCOTIA CAPITAL MARKETS (USA) INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/19/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/16/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Chase.
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