Jean
Wollesen
Pfs Investments Inc
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About this Advisor
Jean Wollesen is a financial advisor based out of Delray Beach, Florida with 3 years of relevant experience. Wollesen is on the advisory team at Pfs Investments Inc. During their career, Wollesen has held roles at Primerica Financial Services and Pfs Investments Inc. Wollesen holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Pfs Investments Inc is a company operating out of Duluth, GA. The investment advisory business has offices in 1,646 locations and a total of 3,449 advisors. It oversees $7 billion in assets among its 56,552 accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 36 charities and foundations. Of its 56,552 accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in investable assets. Pfs Investments Inc offers portfolio management for individuals and small businesses. A financial advisor's fee schedules usually are based on the financial services provided. Fee types charged by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$7,088,085,794
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3,449
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
56,552
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$125,337
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jean Wollesen Work History
Jean has been registered as a financial advisor for 3 years.*
Pfs Investments Inc
Primerica Financial Services
*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 Jean Wollesen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Primerica Advisors
Cleveland, OH
Valley Stream, NY
Sugar Grove, PA
Orlando, FL
West Chester, OH
Orlando, FL
Duluth, GA
Rochester, MI
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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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