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Samuel Jordan

PFS Investments Inc.

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About Samuel Jordan

Samuel Jordan is a financial advisor who has been in the industry since 2005. Samuel is registered with PFS Investments Inc. and is licensed in multiple states including Georgia, Massachusetts, Montana, Ohio, Pennsylvania, Utah, and Virginia. Samuel has held previous roles at SCOTTTRADE, INC., WACHOVIA SECURITIES, LLC, and PRUCO SECURITIES CORPORATION. Samuel has passed several industry exams including Series 6, Series 7, Series 24, Series 63, and Series 66.

Firm Information

Samuel Jordan 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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Samuel Jordan’s Registration & Firm History

PA

03/02/2020 - Present

PFS Investments Inc. (DREXEL HILL PA)

PA

12/01/2005 - 03/08/2018

SCOTTRADE, INC. (PHILADELPHIA PA)

MO

11/13/2003 - 05/12/2005

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

MO

02/18/2003 - 09/26/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NJ

08/29/2001 - 04/10/2002

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 07/19/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/16/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/23/2010

Series 24 - General Securities Principal Examination

BC

Issued 03/08/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2005

Series 7 - General Securities Representative Examination

BC

Issued 08/28/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel Jordan.
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