Mark
Jama

Pfs Investments Inc

CRD#5303983
Investment Advisor
in Farmingdale, NY

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About this Advisor

Mark Jama is a financial advisor based in Farmingdale, New York, working with Pfs Investments Inc. Mark has previously held positions at Pfs Investments Inc, Primerica Financial Services, Sayville Ford, Sunrise Toyota, Smithtown Kia, Innovation Toyota, Maximum Energy Savers, Sunrise Toyota North, Eagle Auto Mall, Orlando Kia East, and Greenway Kia North. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Mark is part of Pfs Investments Inc, which operates out of Farmingdale, New York. 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

400 Broadhollow Rd Ste 4-C
Farmingdale, NY 11735

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

NY Average: 58
Total Number of Accounts

59,808

NY Average: 1,608
Average Account Size

$141,486

NY Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Mark Jama Work History

2019 - Present (5 years)

Greenway Kia North

2014 - Present (10 years)

Pfs Investments Inc

1998 - Present (26 years)

Primerica Financial Services

2018 - 2018 (< 1 year)

Eagle Auto Mall

2018 - 2019 (1 year)

Orlando Kia East

2016 - 2016 (< 1 year)

Innovation Toyota

2016 - 2016 (< 1 year)

Maximum Energy Savers

2016 - 2018 (2 years)

Sunrise Toyota North

2014 - 2015 (1 year)

Sunrise Toyota

2014 - 2014 (< 1 year)

Smithtown Kia

2013 - 2014 (1 year)

Sayville Ford

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Mark Jama 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

Clay Schweitzer
Gillette, WY
Heather Horan
Duluth, GA
Micah Wood
Meridian, ID
Kimberly Devries
Surprise, AZ
Janelle Pruett
Belfair, WA
Andrew Arthur
Urbandale, IA
Alden Small
Horn Lake, MS
Derek Hill
Memphis, TN

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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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