Jason
Reitmeier
Pfs Investments Inc
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About this Advisor
Jason Reitmeier is a financial advisor based out of Buffalo, New York who has 2 years of relevant experience. Reitmeier is currently employed by Pfs Investments Inc. During their career, the advisor has held roles at Primerica Financial Services, Pfs Investments Inc and Western New York Bank Equipment. Reitmeier maintains a Series 63 license, which qualifies them as a securities broker, and is approved to advise clients in New York. Pfs Investments Inc is an advisory company based in Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 financial advisors. It manages $7 billion in total assets across its 56,552 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 36 charities and foundations. Of its 56,552 customer accounts, just 1% are held by high-net-worth clients who have at least $1 million in assets. The firm provides portfolio management for individuals and small businesses. Financial management fee schedules typically depend on which services the firm provides the client. Fees charged by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$7,088,085,794
3,449
56,552
$125,337
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jason Reitmeier Work History
Jason has been registered as a financial advisor for 2 years.*
Western New York Bank Equipment
Primerica Financial Services
Pfs Investments Inc
Western New York Bank Equipment
*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 Jason Reitmeier 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
Houston, TX
Valley Stream, NY
Cleveland, OH
West Chester, OH
Orlando, FL
Orlando, FL
Rochester, MI
Sugar Grove, PA
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.
