James
Sebastian

Pfs Investments Inc

CRD#2801321
Investment Advisor
in Cincinnati, OH

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About this Advisor

James Sebastian is a financial advisor based in Cincinnati, Ohio, working with Pfs Investments Inc. James has previously held positions at Pfs Investments Inc, Primerica Financial Services, and Butler County Board Of Elections. James has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, James is part of Pfs Investments Inc, which operates out of Cincinnati, Ohio. 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

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

110 Boggs Ln Ste 254
Cincinnati, OH 45246

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

OH Average: 58
Total Number of Accounts

59,808

OH Average: 1,608
Average Account Size

$141,486

OH Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

James Sebastian Work History

2016 - Present (8 years)

Butler County Board Of Elections

1996 - Present (28 years)

Pfs Investments Inc

1996 - Present (28 years)

Primerica Financial Services

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of James Sebastian 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

Kimberly Devries
Surprise, AZ
Clay Schweitzer
Gillette, WY
Josue Comulada Otero
Guaynabo, PR
Micah Wood
Meridian, ID
Janelle Pruett
Belfair, WA
Jillian Cavanaugh
Manchester, NH
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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