Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
29 years
Location
Jet, OK 73749
Primerica Advisors
Institution
Eddie Coast is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, he serves as a pastor at Trinity Baptist Church. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors and select corporate and charitable clients, offering model-delivery strategies supported by third-party asset managers and custodians.
Based on Primerica Advisors
$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)
Account minimum: $25,000
Jet, OK Main St
805 Main St
Jet OK 73749
Advisors at this office
4
Oklahoma · Texas
29 years of industry experience
Duplex Rental
2018 - 2021 • 3 years
Lawton, OK
Lawton Correctional Facility
2018 - 2019 • 1 year
Lawton, OK
PFS Investments Inc
2003 - Present • 23 years
Lawton, OK
Primerica Financial Services
1993 - Present • 33 years
Lawton, OK
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Jet, OK
Primerica Advisors
Sarah Mabra is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2022. Outside of her advisory role, she owns and manages Mabra Family Chiropractic, PLLC, where she has been practicing as a chiropractor since 2007. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based, tiered wrap fee structure for its services.
Series 65, Series 63
Jet, OK
Primerica Advisors
Cade Jenlink is a financial advisor at Primerica Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Sidwell Strategies and Oklahoma State University. Outside of his advisory role, he operates a small cow/calf ranching business near Jet, Oklahoma. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of advisors.
Series 63, Series 65
Jet, OK
Primerica Advisors
Jay Jenlink is a financial advisor with Primerica Advisors in Jet, Oklahoma, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1993. Outside of his advisory role, he is a co-owner of 4J Ventures, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.
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