Jomel
Camilleri

Pfs Investments Inc

CRD#6765084
Investment Advisor
in Glendale, CA

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About this Advisor

Jomel Camilleri is a financial advisor operating in Glendale, California with a total of 4 years of industry experience. Camilleri is an advisor for Pfs Investments Inc. Over the course of their career, Camilleri has held roles at Pfs Investments Inc, Primerica Financial Services, The Ymca, California State University, Northridge, Groundworks Campaign, Inc, Sunglass Hut, Chik-Fila-A and North Valley Ymca. Camilleri holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Pfs Investments Inc is a financial advisory firm that has its headquarters in Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 advisors. It has $7 billion in total assets between its 56,552 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 36 charitable organizations. Of its 56,552 accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Pfs Investments Inc offers portfolio management for individuals and small businesses. Financial management fees typically are based on which services the firm provides the client. However, fee types charged by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

412 W Broadway Ste 304
Glendale, CA 91204

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

CA Average: $3,570,121,308
Total Number of Employees

3,449

CA Average: 58
Total Number of Accounts

56,552

CA Average: 1,608
Average Account Size

$125,337

CA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Jomel Camilleri Work History

Jomel has been registered as a financial advisor for 4 years.*

2017 - Present (7 years)

Pfs Investments Inc

2012 - Present (12 years)

Primerica Financial Services

2017 - 2019 (2 years)

North Valley Ymca

2016 - 2016 (< 1 year)

Groundworks Campaign, Inc

2015 - 2017 (2 years)

The Ymca

2015 - 2016 (1 year)

Sunglass Hut

2014 - 2014 (< 1 year)

Chik-Fila-A

2012 - 2016 (4 years)

California State University, Northridge

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jomel Camilleri to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Bryan Levy
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Malkah Glasgow
Valley Stream, NY
Christopher Tiano
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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