Jillian
Cavanaugh

Pfs Investments Inc

CRD#7273669
Investment Advisor
in Manchester, NH

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About this Advisor

Jillian Cavanaugh is a financial advisor based in Manchester, New Hampshire, working with Pfs Investments Inc. Jillian has previously held positions at Pfs Investments Inc, Primerica Financial Services, United States Army, Nichols Funeral Home, New England School Of Photography, Unemployed - On Military Orders, Law Office Of Robert G. Peterson, Camp Southern Ground, and United States Navy. Jillian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Hampshire. Currently, Jillian is part of Pfs Investments Inc, which operates out of Manchester, New Hampshire. 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

735 Chestnut St
Manchester, NH 03104

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

NH Average: 58
Total Number of Accounts

59,808

NH Average: 1,608
Average Account Size

$141,486

NH Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Jillian Cavanaugh Work History

2024 - Present (1 year)

United States Navy

2020 - Present (5 years)

Pfs Investments Inc

2020 - Present (5 years)

Primerica Financial Services

2021 - 2022 (1 year)

Camp Southern Ground

2018 - 2021 (3 years)

United States Army

2018 - 2018 (< 1 year)

Nichols Funeral Home

2018 - 2018 (< 1 year)

New England School Of Photography

2017 - 2018 (1 year)

Unemployed - On Military Orders

2016 - 2017 (1 year)

Law Office Of Robert G. Peterson

2015 - 2016 (1 year)

Unemployed - On Military Orders

2014 - 2015 (1 year)

United States Army

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Disclosures

Please visit the SEC profile of Jillian Cavanaugh 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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Micah Wood
Meridian, ID
Kimberly Devries
Surprise, AZ
Janelle Pruett
Belfair, WA
Andrew Arthur
Urbandale, IA
Derek Hill
Memphis, TN
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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