Pfs Investments Inc

Investment Advisor
in Bloomsburg, PA

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About this Advisor

Jose Valencia is a financial advisor working out of Bloomsburg, Pennsylvania. Valencia works at Pfs Investments Inc. Throughout their career, they have worked at J.P. Morgan Securities LLC, Citigroup Global Markets, Securities America, Inc, Securities America Advisors, Allstate Insurance Co, Valencia Insurance Agency LLC, Re/Max, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Valencia Agency, LLC, Valencia Realty Of Chicago, LLC, Valencia Wealth Management, LLC, Valencia Enterprises, LLC, Primerica Financial Services, Pfs Investments Inc, Valencia Insurance Partners Corporation and Real People Realty. Valencia holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Illinois. Pfs Investments Inc is a financial advisory business that has its headquarters in Duluth, GA. The investment advisory business has offices in 1,646 locations and a total of 3,449 employees. It administers $7 billion in assets under management among its 56,552 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 36 charities and foundations. Of its 56,552 client accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets available to invest. Pfs Investments Inc offers portfolio management for individuals and small businesses. Financial advisory fee schedules largely are based on which services are offered. However, fees billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

825 Central Rd Ste 2-B
Bloomsburg, PA 17815

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Pfs Investments Inc Brokerage Details

Total Assets Under Management


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


PA Average: 58
Total Number of Accounts


PA Average: 1,608
Average Account Size


PA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Jose Valencia Work History

Jose has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

Pfs Investments Inc

2004 - Present (20 years)

Primerica Financial Services

2019 - 2020 (1 year)

Cambridge Investment Research, Inc

2019 - 2020 (1 year)

Cambridge Investment Research Advisors, Inc

2019 - 2022 (3 years)

Valencia Realty Of Chicago, LLC

2019 - 2020 (1 year)

Valencia Wealth Management, LLC

2018 - 2022 (4 years)

Valencia Agency, LLC

2018 - 2022 (4 years)

Valencia Enterprises, LLC

2016 - 2018 (2 years)

Valencia Insurance Partners Corporation

2016 - 2019 (3 years)

Real People Realty

2015 - 2018 (3 years)

Allstate Insurance Co

2015 - 2018 (3 years)

Valencia Insurance Agency LLC

2015 - 2016 (1 year)


2014 - 2014 (< 1 year)

Citigroup Global Markets

2014 - 2015 (1 year)

Securities America, Inc

2014 - 2015 (1 year)

Securities America Advisors

2012 - 2014 (2 years)

J.P. Morgan Securities LLC

*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.


Please visit the SEC profile of Jose Valencia 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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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

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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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