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Jonathan P Smith

PFS Investments Inc.

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About Jonathan P Smith

Jonathan P. Smith is a financial advisor with PFS Investments Inc. Jonathan has been in the financial services industry since October 2008. Jonathan has a Series 6, 26, 63, and 65 license. Jonathan currently works in the Gallatin, TN office and is registered in Georgia, New Jersey, New York, North Carolina, Tennessee, Virginia, and West Virginia. Jonathan specializes in providing financial advice and services to individuals, businesses, and charitable organizations. Jonathan has a strong track record of providing excellent service and meeting the needs of clients. Jonathan is committed to providing his clients with the highest level of service and support.

Firm Information

Jonathan Smith 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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Jonathan Smith’s Registration & Firm History

TN

08/04/2021 - Present

PFS Investments Inc. (GALLATIN TN)

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Licenses & Designations

IA

Issued 03/26/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/10/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/30/2020

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan P Smith.
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