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Jim David Bodway

PFS Investments Inc.

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About Jim David Bodway

Jim Bodway is an investment advisor representative with PFS Investments Inc., a firm that has been in business since 1984. Jim has been in the financial industry since 1985 and has experience in various financial areas. He has a Series 6, 26, and 63 license and has passed the SIE exam. Jim is also a registered representative with FINRA and is registered in California and Idaho. PFS Investments Inc. has a strong track record of providing financial advice to individuals, corporations, and charitable organizations. The firm manages over $8 billion in assets. Jim is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Jim Bodway 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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Jim Bodway’s Registration & Firm History

ID

05/17/1994 - Present

PFS Investments Inc. (MERIDIAN ID)

GA

04/17/1984 - 12/12/1992

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 12/12/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/06/1988

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jim David Bodway.
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