Unclaimed
Jonathan Wayne Loosle is a registered representative of PFS Investments Inc., and has been in the industry since May 2016. Jonathan has earned licenses in Idaho and is associated with the firm’s office in Meridian, ID. Jonathan has passed the Uniform Combined State Law Examination, the Uniform Securities Agent State Law Examination, and the Uniform Investment Adviser Law Examination. Jonathan may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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ID
01/24/2025 - Present
PFS Investments Inc. (MERIDIAN ID)
Active
Inactive
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