Joshua Eric Bennett
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.
- Pfs Investments Inc.Apr 2025 to now
- Primerica Financial ServicesAug 2024 to now
- California State University, Monterey BaySep 2024 to Apr 2025
- Moss AdamsJun 2024 to Aug 2024
- California State University, Monterey BayAug 2023 to May 2024
- Reedley CollegeAug 2021 to Jul 2023
- Kingsburg High SchoolAug 2017 to Jul 2021
- Rafer Johnson Junior High SchoolAug 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8081654
- Firm CRD
- 10111