Jose Abreu
Investment adviser representative at Primerica Advisors
10 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
10 years in the industry.
- Pfs Investments Inc.Feb 2022 to now
- Primerica Financial ServicesFeb 2022 to now
- Exp RealtyNov 2021 to now
- UnemployedJul 2020 to Nov 2021
- MML Investors Services, LLCJan 2020 to Jul 2020
- Massmutual Life Insurance CoSep 2019 to Jul 2020
- UnemployedJan 2019 to Sep 2019
- People's Securities, Inc.Feb 2016 to Jan 2019
- People's United BankJan 2016 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 5054052
- Firm CRD
- 10111