Jerry
Pemberton

Pfs Investments Inc

CRD#5971013
Investment Advisor
in Lutz, FL

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About this Advisor

Jerry Pemberton is a financial advisor based in Lutz, Florida, working with Pfs Investments Inc. Jerry has previously held positions at America's Best Properties, H&R Block, Primerica Financial Services, and Pfs Investments Inc. Jerry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Jerry is part of Pfs Investments Inc, which operates out of Lutz, Florida. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

18214 N Us Highway 41
Lutz, FL 33549

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

FL Average: 58
Total Number of Accounts

59,808

FL Average: 1,608
Average Account Size

$141,486

FL Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Jerry Pemberton Work History

2011 - Present (13 years)

Pfs Investments Inc

2010 - Present (14 years)

Primerica Financial Services

2008 - Present (16 years)

America'S Best Properties

2005 - 2015 (10 years)

H&R Block

Disclosures

Please visit the SEC profile of Jerry Pemberton 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

Andrew Arthur
Urbandale, IA
Eugenia Ritvin
Doylestown, PA
Jillian Cavanaugh
Manchester, NH
Clay Schweitzer
Gillette, WY
Janelle Pruett
Belfair, WA
Michael Giordano
Hialeah, FL
Alden Small
Horn Lake, MS
Josue Comulada Otero
Guaynabo, PR

The content in this profile was updated by SmartAsset on 6/19/2024. 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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