Skip to content

Jacqueline Osborne

Investment adviser representative at Primerica Advisors
21 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business

Are you Jacqueline Osborne? Claim your profile

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

21 years in the industry.

  1. V S Ventures LLCMar 2024 to now
  2. Pfs Investments Inc.Apr 2006 to now
  3. Primerica Financial ServicesJul 2005 to now
  4. Omh-south Beach Psychiatric CenterNov 2019 to Nov 2023
  5. Omh-kingsboro PsychNov 2010 to Nov 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (NJ).

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
5135247
Firm CRD
10111
Advisor's SEC record (opens in a new tab)
CallContact this firm