Jodi
Banks

Pfs Investments Inc

CRD#5779274
Investment Advisor
in Doylestown, PA

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About this Advisor

Jodi Banks is a financial advisor operating out of Doylestown, Pennsylvania who has 7 years of industry experience. Banks is an advisor for Pfs Investments Inc. Over the course of their career, they have held roles at Pfs Investments, Inc and Primerica Financial Services. Banks holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Pfs Investments Inc is a firm that has its headquarters in Duluth, GA. It has offices in 1,646 locations and a total of 3,449 advisors. It has $7 billion in assets under management among its 56,552 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 36 charitable organizations. Of its 56,552 accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in investable assets. Pfs Investments Inc provides portfolio management for individuals and small businesses. A financial advisor's fees largely depend on which services are offered. Fees billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

3805 Old Easton Rd
Doylestown, PA 18901

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

PA Average: 58
Total Number of Accounts

56,552

PA Average: 1,608
Average Account Size

$125,337

PA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Jodi Banks Work History

Jodi has been registered as a financial advisor for 7 years.*

2010 - Present (14 years)

Pfs Investments, Inc

2009 - Present (15 years)

Primerica Financial Services

*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 Jodi Banks 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

Andrea Gibson
Rochester, MI
Kadeem Wells
Torrance, CA
Samantha Woodin
Sugar Grove, PA
Francine Hollis
Cleveland, OH
Robert Mciver
Suwanee, GA
Julie Trudeau
Boise, ID
Brett Sowers
Rochester, MI
Walter Mcnall
Clifton Park, NY

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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