Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
JASON RONALD FERRIE
CRD#: 4848095
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 1652 GREENVIEW DR SW
STE 110-A
ROCHESTER, MN 55902
Registration History
20062008201020122014201620182020202220242026IAPRIMERICA ADVISORS (CRD# 10111)2013 - Present (11 years)BPFS INVESTMENTS INC. (CRD# 10111)2005 - Present (20 years)
License(s)

State Registrations

B
Arizona 8/13/2021
B
Rhode Island 11/18/2020
B
Iowa 10/6/2009
B
South Dakota 12/14/2021
B
Minnesota 1/12/2005
B
Tennessee 2/21/2025
IA
Minnesota 12/5/2013
B
Texas 7/25/2024
B
Montana 11/18/2020
B
Utah 3/1/2022
B
Pennsylvania 7/25/2024
B
Wisconsin 10/18/2007

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PRIMERICA ADVISORS (CRD#:10111)
1652 GREENVIEW DR SW STE 110-A, ROCHESTER, MN 55902
STEWARTVILLE, MN
Registered with this firm since 12/5/2013
B
PFS INVESTMENTS INC. (CRD#:10111)
1652 GREENVIEW DR SW STE 110-A, ROCHESTER, MN 55902
STEWARTVILLE, MN
Registered with this firm since 1/12/2005
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.