Jeremy
Mctaggart

Pfs Investments Inc

CRD#4420095
Investment Advisor
in Overland Park, KS

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About this Advisor

Jeremy Mctaggart is a financial advisor working out of Overland Park, Kansas with a total of 9 years of relevant experience. Mctaggart is an advisor for Pfs Investments Inc. Their career trajectory has included roles at City Of Overland Park, Primerica Financial Services, Pfs Investments Inc, House And Renner Construction and Kelly Services. Mctaggart holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Kansas. Pfs Investments Inc is a registered investment company based in Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 advisors. It oversees $7 billion in assets across its 56,552 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 36 charities and foundations. Of its 56,552 client accounts, just 1% belong to high-net-worth investors who have more than $1 million in assets. Pfs Investments Inc provides portfolio management for individuals and small businesses. Fees for financial management usually depend on which services the firm provides the client. However, fees billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

8500 West 110Th St Ste 240-A
Overland Park, KS 66210

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

KS Average: 58
Total Number of Accounts

56,552

KS Average: 1,608
Average Account Size

$125,337

KS Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Jeremy Mctaggart Work History

Jeremy has been registered as a financial advisor for 9 years.*

2013 - Present (11 years)

Pfs Investments Inc

2000 - Present (24 years)

Primerica Financial Services

2015 - 2016 (1 year)

Kelly Services

2014 - 2022 (8 years)

House And Renner Construction

2013 - 2014 (1 year)

City Of Overland Park

*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 Jeremy Mctaggart 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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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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