Jontamrod
Sanders

Pfs Investments Inc

CRD#2747461
Investment Advisor
in Jackson, MS

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About this Advisor

Jontamrod Sanders is a financial advisor working in Jackson, Mississippi with a total of 6 years of relevant experience. Sanders works at Pfs Investments Inc. Their career trajectory has included roles at Trugreen Lawncare, Pfs Investments Inc, Primerica Financial Services, Ricoh Usa, Ogia and Canon Solutions America. Sanders maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Mississippi and Texas. Pfs Investments Inc is an advisory business that has its headquarters in Duluth, GA. It has offices in 1,646 locations and a total of 3,449 financial advisors. It oversees $7 billion in assets under management between its 56,552 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 36 charities and foundations. Of its 56,552 accounts, just 1% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm provides portfolio management for individuals and small businesses. Financial advisory fees largely vary depending on the type of services. Fee types charged by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

6520 Dogwood View Pkwy Ste E-1
Jackson, MS 39213

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

MS Average: 58
Total Number of Accounts

56,552

MS Average: 1,608
Average Account Size

$125,337

MS Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Jontamrod Sanders Work History

Jontamrod has been registered as a financial advisor for 6 years.*

2018 - Present (6 years)

Ogia

2017 - Present (7 years)

Canon Solutions America

2015 - Present (9 years)

Ricoh Usa

1996 - Present (28 years)

Pfs Investments Inc

1995 - Present (29 years)

Primerica Financial Services

2013 - 2013 (< 1 year)

Trugreen Lawncare

*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 Jontamrod Sanders 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

Francine Hollis
Cleveland, OH
Andrea Gibson
Rochester, MI
Esther White
Avondale, AZ
Walter Mcnall
Clifton Park, NY
Christopher Tiano
Albuquerque, NM
Bradley Geltzer
Orlando, FL
Rachael Pope
Duluth, GA
Brett Sowers
Rochester, MI

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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