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John Bartley Murphy

PFS Investments Inc.

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About John Bartley Murphy

John Bartley Murphy is an investment advisor representative at PFS Investments Inc. John has been in the industry since 1991. John is currently registered with the state of California. John has several professional designations, including Series 6, 7, 63, 65, and 26. John is also registered with FINRA. John works primarily with individuals and has experience in portfolio management. John's clients typically have assets of at least $1 million. John's previous employers include KAJ FINANCIAL CORP. and QUEST CAPITAL STRATEGIES, INC..

Firm Information

John Murphy 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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John Murphy’s Registration & Firm History

CA

07/25/2011 - Present

PFS Investments Inc. (OXNARD CA)

NA

03/31/1989 - 08/05/1993

KAJ FINANCIAL CORP.

NA

10/20/1987 - 01/15/1988

QUEST CAPITAL STRATEGIES, INC.

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Licenses & Designations

IA

Issued 01/25/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/05/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Bartley Murphy.
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