Rohan George James
Investment adviser representative at Primerica Advisors
31 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business
Are you Rohan George James? Claim your profile
Contact this firm
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
31 years in the industry.
- Laland-baptiste LLCNov 2010 to now
- Pfs Investments Inc.Feb 1998 to now
- Primerica Financial ServicesSep 1995 to now
- New York City ParksOct 2010 to Nov 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (DE).
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
- 3033314
- Firm CRD
- 10111