Jeffrey Scott Milne
Investment adviser representative at Primerica Advisors
37 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$15.5BFirm assets
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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
37 years in the industry.
- Cmj Financial GroupJun 2019 to now
- Pfs Investments Inc.Jun 2017 to now
- Primerica Financial ServicesSep 1989 to now
- PublixJul 2018 to Sep 2019
- The Prudential Insurance Company of AmericaNov 2016 to May 2017
- Financial Professional AssociateAug 2016 to May 2017
- Pruco Securities, LLCAug 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
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
- 6698863
- Firm CRD
- 10111