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JZ

Jenna Marie Zalis

Some features on this profile are disabled
CRD#: 7255403
JZ

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jenna Marie Zalis was a registered financial professional .

Jenna Marie is a previously registered financial professional and started their career in finance in 2020. Jenna Marie had worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
MANAGEMENT/OPERATIONS OF INVESTMENT-RELATED PRODUCTS AMAZOM AFFILIATE PROGRAM - POSITION: INFLUENCE AFFILIATE MARKETING, NATURE OF BUSINESS: AFFILIATE MARKETING, 15 HOURS A MONTH, 0 HOURS DURING BUSINESS, 05-2022 TO PRESENT

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 12, 2024 - May 14, 2024

PRIMERICA BROKERAGE SERVICES, INC.

BD
CRD#: 322250
DULUTH, GA
Past

March 8, 2021 - May 14, 2024

PFS INVESTMENTS INC.

RIA
CRD#: 10111
DULUTH, GA
Past

August 10, 2020 - May 14, 2024

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

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: 2/18/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/10/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/3/2020
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/8/2020
General Securities Principal Examination

Current Firm

PB
PRIMERICA BROKERAGE SERVICES, INC.
PRIMERICA BROKERAGE SERVICES, INC.

CRD#: 322250 / SEC#: , 8-70965

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
1 Primerica Parkway, Duluth, GA 30099
Mailing Address
1 Primerica Parkway, Duluth, GA 30099
Phone number
(770) 381-1000
Established
Georgia since 05/20/2022
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PRIMERICA FINANCE CORPORATIONDIRECT OWNER
COLEY, DASIA DEBORAHCHIEF FINANCIAL OFFICER / FINOP6760291
NEMETZ, WILLIAM JAMESDIRECTOR, EXECUTIVE VICE PRESIDENT & CHIEF OPERATIONS OFFICER4589878
REGARD, PAUL ETIENNEDIRECTOR, CHIEF EXECUTIVE OFFICER & PRESIDENT2448671
WEIGLE, BRIAN STEVENDIRECTOR & EXECUTIVE VICE PRESIDENT4131816
WELLS, MICHAEL KURTEXECUTIVE VICE PRESIDENT & TREASURER5999501
WOODRING, DANIEL AARONEXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICER4028705

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

PRIMERICA BROKERAGE SERVICES, INC.

CRD#: 322250

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