Jan Michelle Williams
Investment adviser representative at Primerica Advisors
11 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
11 years in the industry.
- Able Care CorpDec 2021 to now
- Pfs Investments Inc.Mar 2019 to now
- Primerica Financial ServicesJan 2019 to now
- Paul's Loving CareMay 2015 to now
- Watson's Group HomeJan 2013 to now
- Covenant Case ManagementApr 2023 to Jul 2024
- Intellichoice HomecareAug 2019 to Aug 2024
- Edward JonesMay 2015 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6487179
- Firm CRD
- 10111