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Sarah Mabra

Advisor at Primerica Advisors

Updated today

Location

Jet, OK 73749

Credentials

Series 63, Series 65

Industry experience

3 years

About

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.

Client services

Based on Primerica Advisors

Portfolio management

Expertise

Based on Primerica Advisors

ESG / Sustainable investing Tax-loss harvesting Income planning

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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

805 Main St

Jet, OK 73749

Most active in

Oklahoma

Work history

Primerica Advisors

2022 - Present (4 years)

Primerica Financial Services

2022 - Present (4 years)

Mabra Family Chiropractic, PLLC

2007 - Present (19 years)

Disclosures

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

Business activities & affiliations

Grant W

Series 66

Cherokee, OK

Edward Jones

Grant Wilber is a financial advisor with Edward Jones in Cherokee, Oklahoma, holding a Series 66 designation. He has one year of industry experience and previously operated Wilber Genetics, a livestock business specializing in swine. Prior to joining Edward Jones, he worked at Great Plains National Bank and has a background in education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Eddie C

Series 63, Series 65

Jet, OK

Primerica Advisors

Eddie Coast is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Primerica Financial Services since 1993 and PFS Investments Inc. since 2003. Outside of his advisory role, Coast serves as a pastor at Trinity Baptist Church. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Cade J

Series 63, Series 65

Jet, OK

Primerica Advisors

Cade Jenlink is a financial advisor at Primerica Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Primerica, he worked at Sidwell Strategies and has a background that includes roles at Oklahoma State University and Timberlake Public Schools. Outside of his advisory work, he owns and operates a cow/calf ranching operation near Jet, Oklahoma. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Jay J

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.

ESG / Sustainable investing Tax-loss harvesting Income planning
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