James Edward Lee
Investment adviser representative at Primerica Advisors
34 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
34 years in the industry.
- Greenstate Credit UnionSep 2026 to now
- Pfs Investments Inc.May 2024 to now
- Primerica Financial ServicesJun 1992 to now
- IrgOct 2025 to Aug 2026
- The Palmer Group/cortevaMay 2025 to Sep 2025
- Emc InsuranceMar 2020 to Oct 2024
- UnemployedDec 2019 to Mar 2020
- Iowa Healthcare CollaborativeMay 2019 to Dec 2019
- Prairie Design Solutions/self EmployedApr 2019 to Feb 2023
- Wells Fargo Consumer LendingJul 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IA).
Primerica Advisors
Legal name: Pfs Investments Inc.
$15.5BAssets managed
67,816Clients
4,004Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2341634
- Firm CRD
- 10111