Jose
Nedumpurath

Pfs Investments Inc

CRD#4769483
Investment Advisor
in Duluth, GA

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About this Advisor

Jose Nedumpurath is a financial advisor based in Duluth, Georgia, working with Pfs Investments Inc. Jose has previously held positions at Primerica Financial Services, Ncr, Pfs Investments Inc, Cardtronics Usa Inc, Intuit, and Intuit Inc. Jose has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Jose is part of Pfs Investments Inc, which operates out of Duluth, Georgia. 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

3075 Breckenridge Blvd Suite 420
Duluth, GA 30096

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

GA Average: 58
Total Number of Accounts

59,808

GA Average: 1,608
Average Account Size

$141,486

GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Jose Nedumpurath Work History

2024 - Present (1 year)

Intuit

2024 - Present (1 year)

Intuit Inc

2023 - Present (2 years)

Cardtronics Usa Inc

2004 - Present (21 years)

Pfs Investments Inc

2001 - Present (24 years)

Primerica Financial Services

2010 - 2023 (13 years)

Ncr

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jose Nedumpurath 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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Janelle Pruett
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Jillian Cavanaugh
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Alden Small
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Derek Hill
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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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