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JK

James G. Krell

PFS INVESTMENTS
MANSFIELD, TX 76063
CRD#: 2963779
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JK
James Gentle KrellPFS INVESTMENTS

Professional summary

James Gentle Krell, who also goes by James G Krell, Jim Krell, is a registered financial professional currently at PFS INVESTMENTS INC. located in Mansfield, Texas.

James is registered as a RR (Registered Representative) and started their career in finance in 1998. James has worked at 17 firms and has passed the Series 66, Series 65, Series 63, Series 6TO, Series 7TO, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

James G Krell | Jim Krell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view James Gentle Krell's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 20, 2026 - Present

PFS INVESTMENTS INC.

Office #1: 2421 Callender Rd Ste 123h, Mansfield, TX 76063
RIA
BD
CRD#: 10111
MANSFIELD, TX
Past

April 5, 2023 - February 22, 2024

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
BLOOMINGTON, IL
Past

September 1, 2021 - October 25, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MADISON, AL
Past

September 1, 2021 - October 25, 2022

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MADISON, AL
Past

February 23, 2021 - April 23, 2021

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
Springville, AL
Past

January 26, 2021 - April 23, 2021

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
Springville, AL
Past

October 23, 2014 - August 24, 2015

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
CULLMAN, AL
Past

October 21, 2014 - August 24, 2015

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
CULLMAN, AL
Past

July 30, 2012 - November 6, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
HUNTSVILLE, AL
Past

May 25, 2012 - November 6, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
HUNTSVILLE, AL
Past

August 26, 2011 - December 23, 2011

OSAIC SERVICES, INC.

RIA
CRD#: 133763
BIRMINGHAM, AL
Past

August 8, 2011 - December 23, 2011

OSAIC SERVICES, INC.

BD
CRD#: 133763
BIRMINGHAM, AL
Past

December 15, 2009 - July 6, 2011

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
ASHEVILLE, AL
Past

December 8, 2009 - July 6, 2011

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
ASHEVILLE, AL
Past

January 8, 2009 - June 12, 2009

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
BIRMINGHAM, AL
Past

January 7, 2009 - June 12, 2009

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BIRMINGHAM, AL
Past

May 24, 2006 - September 25, 2008

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
TRUSSVILLE, AL
Past

May 24, 2006 - September 25, 2008

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
TRUSSVILLE, AL
Past

May 20, 2005 - March 29, 2006

TD AMERITRADE, INC.

RIA
CRD#: 7870
BIRMINGHAM, AL
Past

May 11, 2005 - March 29, 2006

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

July 7, 2003 - May 9, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
FT LAUDERDALE, FL
Past

June 27, 2003 - May 9, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

January 14, 2002 - July 6, 2005

MERRILL LYNCH INVESTMENT MANAGERS LP

RIA
CRD#: 105068
BOCA RATON, FL
Past

June 12, 2000 - April 14, 2003

FAM DISTRIBUTORS, INC.

BD
CRD#: 4100
NEW YORK, NY
Past

February 3, 1999 - May 1, 2000

BULL & BEAR SECURITIES, INC.

BD
CRD#: 15142
NEW YORK, NY
Past

June 30, 1998 - January 22, 1999

SOUTHERN FINANCIAL GROUP, INC.

BD
CRD#: 16714
COLUMBIA, SC
Past

March 12, 1998 - May 7, 1998

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PI
PFS INVESTMENTS INC.
BLUE MOUNTAIN FINANCIAL GROUP | TORCHLIGHT FINANCIAL GROUP | SWOPE FINANCIAL PARTNERS | SHEPPARD FINANCIAL GROUP | PRIMEVISION FINANCIAL GROUP | PRIMERICA ADVISORS | PFS INVESTMENTS INC. | NEWMAN FINANCIAL GROUP | LOE FINANICAL GROUP | LASHNER FINANCIAL GROUP | LANDMARK FINANCIAL GROUP | KELLER FINANCIAL ASSOCIATES | FIRST AMERICAN NATIONAL SECURITIES, INC. | E.H.R. FINANCIAL GROUP | DRAKE FINANCIAL GROUP | DIEHL FINANCIAL GROUP | DEEVERS AND SONS | CMJ FINANCIAL GROUP | CASTLEROCK FINANCIAL GROUP | BOHANNAN FINANCIAL

CRD#: 10111 / SEC#: 801-72263, 8-26486

RIA
Registered Investment Advisory firm - SEC (5/6/2011 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/22/2021
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 2/13/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/12/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 6/20/2026
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/25/2021
General Securities Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 1/22/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/18/1999
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

PI
PFS INVESTMENTS INC.
BLUE MOUNTAIN FINANCIAL GROUP | TORCHLIGHT FINANCIAL GROUP | SWOPE FINANCIAL PARTNERS | SHEPPARD FINANCIAL GROUP | PRIMEVISION FINANCIAL GROUP | PRIMERICA ADVISORS | PFS INVESTMENTS INC. | NEWMAN FINANCIAL GROUP | LOE FINANICAL GROUP | LASHNER FINANCIAL GROUP | LANDMARK FINANCIAL GROUP | KELLER FINANCIAL ASSOCIATES | FIRST AMERICAN NATIONAL SECURITIES, INC. | E.H.R. FINANCIAL GROUP | DRAKE FINANCIAL GROUP | DIEHL FINANCIAL GROUP | DEEVERS AND SONS | CMJ FINANCIAL GROUP | CASTLEROCK FINANCIAL GROUP | BOHANNAN FINANCIAL

CRD#: 10111 / SEC#: 801-72263, 8-26486

RIA
Registered Investment Advisory firm - SEC (5/6/2011 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
1 Primerica Parkway, Duluth, GA 30099-0001
Mailing Address
1 Primerica Parkway, Duluth, GA 30099-0001
Phone number
(770) 381-1000
Established
Georgia since 07/07/1981
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
3,762

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

PRIMERICA ADVISORS LIFETIME INVESTMENT PROGRAM (4/18/2025)

Direct owners and executive officers

NamePositionCRD#
PRIMERICA FINANCE CORPORATIONDIRECT OWNER
COLEY, DASIA DEBORAHVICE PRESIDENT AND CHIEF FINANCIAL OFFICER6760291
JENDUSA, NICHOLAS ADAMEXECUTIVE VICE PRESIDENT6037365
LESUTIS, MICHAELSENIOR VICE PRESIDENT & CHIEF COUNSEL4751250
MILLER, DEBORAH LYNNEXECUTIVE VICE PRESIDENT3036949
NEMETZ, WILLIAM JAMESDIRECTOR; EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER4589878
REGARD, PAUL ETIENNEPRESIDENT, DIRECTOR AND CHIEF EXECUTIVE OFFICER2448671
RIVET, LORI ALLISONEXECUTIVE VICE PRESIDENT4496273
SUKIN, KAREN LYNNEXECUTIVE VICE PRESIDENT AND GENERAL COUNSEL6292138
WEIGLE, BRIAN STEVENDIRECTOR AND EXECUTIVE VICE PRESIDENT4131816
WELLS, MICHAEL KURTEXECUTIVE VICE PRESIDENT & TREASURER5999501
WOODRING, DANIEL AARONEXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER4028705

Regulatory assets under management

Total Number of Accounts70,434
AUM (Assets Under Management)$ 11,156,017,804

Disclosures

Regulatory Event22
Arbitration2
Bond2

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/14/2026
Cover Page
Report
01/26/2024
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PFS INVESTMENTS INC.

CRD#: 10111Mansfield, TX 76063

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