FIRM HISTORY

For more than two decades, James J. Puplava, President and Founder, has directed PFS Group toward one paramount goal:  to provide the highest level of sound investment advice available.

In 1985 Jim Puplava left a successful career at a large money management firm to establish his own investment/money management firm, Puplava Financial Services, Inc (PFS), a registered investment advisor. His plan was to offer a more personal approach to providing investment solutions to his clientele.

A big believer that “the educated investor is a wise investor,” Jim Puplava pioneered financial seminars in the early '80s in San Diego County. Although Jim no longer gives public seminars, his clients benefit from his widely-attended, annual Client Only Meeting. In 1987 Jim debuted Financial Sense ® Talkradio in San Diego, taking calls from listeners wanting advice about how to handle their financial challenges. A decade later, he brought his writing and his radio show to a worldwide audience through our free educational website, Financial Sense Online (FSO) in 1997.

In 1996, believing that his brokerage clients deserved a wider range of investment opportunities as well as better trade execution and service, Jim founded Puplava Securities, Inc (PSI) member FINRA/SIPC, an independent broker/dealer offering full brokerage services through National Financial Services LLC, a Fidelity Investments Company.

Today PFS Group provides financial services to over 800 clients with over $375 million in client assets, of which over $300 million are fee-based managed accounts under Puplava Financial Services, Inc.* A staff of 10 committed individuals contribute to the team effort in providing excellent advice and service.

* As of December 31, 2007. Account values fluctuate with market conditions.