user avatar

Mariann Jessica Rutherford

Advisor at Primerica Advisors — Tornado, WV

Updated today

Credentials

Series 65, Series 63

Experience

4 years

Location

Tornado, WV 25202

Primerica Advisors logo

Primerica Advisors

Institution

Total advisors

3,992

Across 1,251 offices

Clients per advisor

17 Very Low

Avg AUM per client

$228,117 Very Low

HNW client ratio

3% Very Low

About

Mariann Rutherford is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses and has four years of industry experience. She has worked with Primerica Advisors since 2022 and has additional experience at Primerica Financial Services and New River Community and Technical College. Outside of financial advising, she works as a healthcare consultant for Mightywell. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery investment strategies managed by unaffiliated asset managers. The firm operates at scale with approximately 3,961 advisors and manages about $15.5 billion in assets under management.

Client services

Based on Primerica Advisors

Portfolio management

Expertise

Based on Primerica Advisors

ESG / Sustainable investing Tax-loss harvesting Income planning

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$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)

Other

Account minimum: $25,000

Location

See office

Tornado, WV

2294 Fall Creek Road

Tornado WV 25202

Advisors at this office

1

Most active in

West Virginia

Work history

4 years of industry experience

Primerica Advisors

2022 - Present • 4 years

Tornado, WV

Primerica Financial Services

2021 - Present • 5 years

Tornado, WV

New River Community and Technical College

2020 - 2021 • 1 year

Beaver, WV

Skyline Resort

2016 - 2019 • 3 years

Ghent, WV

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Angela B

Series 65

South Charleston, WV

Global Freedom Financial LLC

Angela Beblo is a financial advisor at Global Freedom Financial LLC with a Series 65 credential and four years of industry experience. She has worked at Jackson Kelly PLLC since 2022 as Counsel and previously spent sixteen years at Spilman Thomas & Battle PLLC. Beblo maintains an active legal practice alongside her advisory role. Global Freedom Financial LLC provides comprehensive financial planning and consulting to individual clients, focusing on retirement, estate, tax, and business planning among other areas. The firm does not manage assets but offers investment analysis and recommendations within planning engagements, operating as a single-advisor practice with a legal affiliation.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

Robert N

Series 65

Charleston, WV

WNA Wealth Management, LLC

Robert Nistendirk is a financial advisor at WNA Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has been a partner at Costanzo Woomer Nistendirk, PLLC since 1996. WNA Wealth Management provides investment advisory and financial planning services primarily to individual clients, including retirement and pension/profit-sharing plans. The firm’s approach emphasizes asset allocation and a combination of strategies such as dollar-cost averaging, technical analysis, and both long- and short-term purchases, supported by Savant Wealth Management’s platform for portfolio management and trade processing.

General estate planning guidance Annuities
user avatar

James M

Series 66

Hurricane, WV

McKee Wealth Management

James Mckee is a financial advisor with McKee Wealth Management in Hurricane, WV, holding a Series 66 designation and 18 years of industry experience. He has worked at Southeast Investments, N.C. Inc., First Summit Financial, and has been involved with McKee & Associates, LLC since 2007. Mckee serves as a board member of the Home Builders Association of Greater Charleston. McKee Wealth Management provides financial planning, investment management, and wealth management services to individuals, families, and institutional clients including corporate pension and retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and uses a range of investment vehicles including mutual funds, ETFs, individual securities, and third-party platforms.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

John J

Series 63

Charleston, WV

Jacobs & Company

John Jacobs is the sole advisor at Jacobs & Company in Charleston, WV, with 13 years of industry experience. He is a Series 63 license holder and the founder of Jacobs & Company as well as Jacobs Financial Group, Inc., where he has served as director and president. Jacobs is a certified public accountant and a licensed property and casualty insurance agent in fifteen states. Jacobs & Company is a state-registered independent investment adviser that serves individuals, corporations, trusts, and institutional clients. The firm manages discretionary portfolios across multiple asset classes and offers financial planning and advisory consultations, tailoring strategies to clients’ objectives and employing a range of securities and option strategies.

Active portfolio management
user avatar

John A

Series 66

Hurricane, WV

JA Investment Management, LLC

John Arthur is the sole advisor at JA Investment Management, LLC in Hurricane, WV. He holds a Series 66 designation and has 12 years of industry experience. Prior to founding his firm in 2005, he worked at Ferris, Baker Watts, Inc. He is also the owner and head instructor of Relson Gracie Jiu Jitsu of WV and operates a lifestyle brand called Abstrakt Lifestyle. JA Investment Management serves individual investors and 401(k) plans by offering private asset management, plan management, and investment education. The firm uses both fundamental and technical analysis to tailor strategies to clients, maintaining most accounts on a non-discretionary basis and providing services that include institutional retirement and pension plan management.

Passive / index investing
user avatar

Eric A

CFP®, Series 63, Series 65

South Charleston, WV

Retirement Planning Consultants Inc

Eric Ayersman is a CFP® professional with 13 years of experience in financial advising and over 26 years as a CPA. He is the principal of Retirement Planning Consultants Inc. in South Charleston, WV, and previously worked with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of advising, he maintains a tax preparation and consulting business through Ayersman Financial Group, Inc. Retirement Planning Consultants Inc. provides investment management for individual, corporate, and charitable clients, specializing in retirement accounts such as IRAs, 401(k)s, and 529 plans. The firm focuses on customized asset allocation primarily using ETFs, managing most assets on a discretionary basis while offering access to insurance and annuity products through the principal’s CPA and insurance licensure.

Annuities Retirement plans for business owners (SEP, solo 401k)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")