Brendan Jones
Investment adviser representative at Primerica Advisors
10 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business
Are you Brendan Jones? 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
10 years in the industry.
- Youngstown State UniversityOct 2026 to now
- Pfs Investments Inc.Apr 2026 to now
- Primerica Financial ServicesFeb 2022 to now
- Newton Falls Exempted Village SchoolsMay 2021 to now
- Erie Indemnity CompanyJun 2024 to Apr 2026
- Howland Local SchoolsJan 2023 to Nov 2025
- Pfs Investments Inc.Dec 2022 to Jun 2024
- Youngstown State UniversityJun 2022 to May 2023
- Youngstown State UniversityJul 2016 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7660166
- Firm CRD
- 10111