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Jeronimo Junior Santos

PFS Investments Inc.

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About Jeronimo Junior Santos

Jeronimo Santos is a financial advisor with PFS Investments Inc. located in GILBERT, Arizona. Jeronimo has been in the financial industry since 2009 and has a Series 6, Series 63, and SIE license. Jeronimo is registered in Arizona, New York, and Utah. Jeronimo specializes in investment company products/variable contracts.

Firm Information

Jeronimo Santos 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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Jeronimo Santos’s Registration & Firm History

AZ

07/16/2019 - Present

PFS Investments Inc. (GILBERT AZ)

UT

11/07/2017 - 11/30/2018

J.P. MORGAN SECURITIES LLC (SANDY UT)

UT

10/23/2014 - 10/25/2017

PFS INVESTMENTS INC. (OREM UT)

UT

10/01/2012 - 09/26/2014

J.P. MORGAN SECURITIES LLC (SARATOGA SPRINGS UT)

UT

06/12/2008 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (SALT LAKE CITY UT)

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Licenses & Designations

BC

Issued 06/19/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Jeronimo Junior Santos. Review regulatory record here.
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