Jarred
Cody

Pfs Investments Inc

CRD#6883521
Investment Advisor
in Cranston, RI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jarred Cody is a financial advisor based in Cranston, Rhode Island, working with Pfs Investments Inc. Jarred has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Cody Inc, Johnson And Wales University, United Parcel Service Inc, Keller Williams Realty, Bank Of America, N.A, Primerica Financial Services, Pfs Investments Inc, and Liberty Tax. Jarred has passed the Series 66 regulatory exam and is registered to provide services in Rhode Island. Currently, Jarred is part of Pfs Investments Inc, which operates out of Cranston, Rhode Island. 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 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2220 Plainfield Pike
Cranston, RI 02921

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

RI Average: 58
Total Number of Accounts

59,808

RI Average: 1,608
Average Account Size

$141,486

RI Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Jarred Cody Work History

2022 - Present (2 years)

Liberty Tax

2019 - Present (5 years)

Primerica Financial Services

2019 - Present (5 years)

Pfs Investments Inc

2019 - Present (5 years)

United Parcel Service Inc

2018 - 2019 (1 year)

Bank Of America, N.A

2017 - 2019 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2017 (< 1 year)

Keller Williams Realty

2015 - 2017 (2 years)

United Parcel Service Inc

2013 - 2015 (2 years)

Johnson And Wales University

2008 - 2016 (8 years)

Cody Inc

Disclosures

Please visit the SEC profile of Jarred Cody 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

Heather Horan
Duluth, GA
George Adams
Bessemer, AL
Josue Comulada Otero
Guaynabo, PR
Clay Schweitzer
Gillette, WY
Janelle Pruett
Belfair, WA
Michael Giordano
Hialeah, FL
Alden Small
Horn Lake, MS
Derek Hill
Memphis, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started