Jonathan Stallsmith

Jonathan Stallsmith is an Investment Adviser Representative with PFS Investments, Inc. and Primerica Advisors. He began financial advising in 2016 and has built that into his financial services career over the past decade. Jonathan takes an educational approach to client relationships. He believes it is important to understand the “why” behind investment choices, and this allows him to function like a teacher for all clients. He works with a variety of individuals, from those just starting to those that have built significant portfolios.

The Road to Financial Independence (Spring Term 2026)

Participant Testimonials:

to come