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Jesus Guerra

PFS Investments Inc.

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About Jesus Guerra

Jesus Guerra is a financial professional who is active in both the securities and investment advisory industries. Jesus has been working in the financial services industry since December 2012. Jesus is currently registered as a Registered Representative with PFS Investments Inc. Jesus holds FINRA Series 6, 63, 26, and SIE licenses as well as the Uniform Investment Adviser Law Examination. Jesus is also registered as an Investment Adviser Representative in Texas. Jesus's areas of focus include financial planning, portfolio management for individuals. Jesus is committed to providing clients with the highest level of service and personalized attention.

Firm Information

Jesus Guerra 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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Jesus Guerra’s Registration & Firm History

TX

07/21/2016 - Present

PFS Investments Inc. (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 07/07/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/27/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/06/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jesus Guerra.
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