James Patrick Goetz
Investment adviser representative at Primerica Advisors
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Pfs Investments Inc.Oct 2025 to now
- Smartsheet Inc.Jan 2022 to now
- Primerica Financial ServicesFeb 2012 to now
- Topstep LLCJan 2024 to Dec 2024
- Trimble Inc.Mar 2020 to Jan 2022
- Site 1001Aug 2017 to Mar 2020
- The Vineyard WickJan 2015 to Dec 2018
- Modules SoftwareApr 2012 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (KS, 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
- 8181847
- Firm CRD
- 10111