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Jamal R

Series 63, Series 65

Brooklyn, NY

Primerica Advisors

Jamal Rymer is a financial advisor with Primerica Advisors in Brooklyn, NY, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Primerica since 2018 and previously worked at Borough of Manhattan Community College. Rymer is also president of Diversity Empowered, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors offers 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 uses a tiered wrap-fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Robert L

Series 63, Series 65

Goshen, IN

Primerica Advisors

Robert Lonie is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with PFSI Investment Inc. since 2018 and has been affiliated with Primerica Financial Services since 2005. Outside of his advisory role, he serves as a commissioner for the Housing Authority of Michigan City and operates a mobile notary service. 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 offers a tiered wrap fee structure, focusing on curated model portfolios rather than institutional pension or profit-sharing plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Elizabeth S

Series 65, Series 63

Des Plaines, IL

Primerica Advisors

Elizabeth Silverman Zurek is a financial advisor at Primerica Advisors with nine years of industry experience. She holds the Series 65 and Series 63 licenses and has previously worked at Intellisource Inc. and Tukaiz. Outside of financial advising, she owns and operates businesses in large format printing and photography. Primerica Advisors manages 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 developed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Bridgette N

Series 63, Series 65

Tulsa, OK

Primerica Advisors

Bridgette Nehring is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and over 20 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2005. Outside of her advisory role, she owns The Uncommon Movement LLC, a business formed for Primerica purposes, and also manages a family management company, Nehring & CO, 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 primarily to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Michael K

Series 63, Series 65

Sealy, TX

Primerica Advisors

Michael Kovar is a financial advisor with Primerica Advisors in Sealy, TX, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2003. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Robert K

Series 63, Series 65

Largo, FL

Primerica Advisors

Robert Karr is a financial advisor with Primerica Advisors in Largo, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Primerica Advisors since 1991 and Primerica Financial Services since 1986. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by third-party asset managers and supports trade execution and custody through Pershing, focusing on non-institutional investors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Byeong C

Series 65, Series 63

Colorado Springs, CO

Primerica Advisors

Byeong Chae is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 65 and Series 63 licenses and 11 years of industry experience. His prior work includes roles at DowDupont and PepsiCo. Outside of advisory services, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing custody/clearing services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Laura C

Series 63, Series 65

Northglenn, CO

Primerica Advisors

Laura Chester is a financial advisor with Primerica Advisors in Lakewood, Colorado, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes positions with the Archdiocese of Denver and Jeffco Public Schools. Outside of advising, she works as a math tutor. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and BNY Mellon Advisors for trading and custody, operating on a tiered wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Leeza S

Series 66

Duluth, GA

Primerica Advisors

Leeza Snyderman is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 credential and eight years of industry experience. Her prior roles include positions at The Farrell Law Firm, KPMG, and Poole Huffman, LLC. She is involved in the management and operations of investment-related products outside of her advisory work. Primerica Advisors sponsors and manages 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 entities. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering model-based investment strategies supported by third-party asset managers and custody services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jordan B

Series 65, Series 63

Hiawatha, IA

Primerica Advisors

Jordan Bohannon is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and having two years of industry experience. He has a background that includes roles with the NBA G-League and as a podcast host for Iowa Everywhere. Bohannon also engages in sales of non-investment products through affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm relies on model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Frank R

Series 65, Series 63

Newport News, VA

Primerica Advisors

Frank Richardson Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2016. Outside of advisory services, he is involved in the sale of loan products and home security-related referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services at scale through a large network of advisors and utilizes model-driven investment strategies supported by third-party asset managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Todd H

Series 63, Series 65

Oakdale, MN

Primerica Advisors

Todd Hyland is a financial advisor with Primerica Advisors in Woodbury, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1999. Outside of his advisory role, he is a partner and lead trainer at Bell-2-Bell Technologies and co-owner of Serendipity by Design, LLC, a consulting business focused on improving client business processes. Primerica Advisors offers 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 uses third-party asset managers and maintains an operational model that includes tiered wrap fees and ongoing oversight of its investment offerings.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Janice O

Series 65, Series 63

Brooklyn, NY

Primerica Advisors

Janice Onyrscuk is a financial advisor with Primerica Advisors in Brooklyn, NY, holding Series 65 and Series 63 licenses and with 21 years of industry experience. She has been with Primerica Advisors since 2005 and also has a background in real estate, having worked for Coldwell Banker Residential Brokerage from 1994 to 2024. Outside of her advisory role, she is involved in referral activities related to home security, automation products, and loan services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients, offering model-driven investment strategies supported by third-party asset managers and custodians. The firm operates at scale with thousands of advisors and offices and focuses on delivering advisory services primarily through model recommendations rather than institutional portfolio management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Michael M

Series 65, Series 63

Red Oak, TX

Primerica Advisors

Michael Mendoza is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 designations and possessing 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Mendoza is also the author of "Skinny People Don't Understand" and manages Mendoza & Mendoza, LLC, which is related to his investment business. Primerica Advisors is a large-scale firm serving individual investors, corporate, and charitable clients through a discretionary wrap-fee asset management program. The firm offers advisory services predominantly via model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Yam R

Reynoldsburg, OH

Primerica Advisors

Yam Routh is a financial advisor with Primerica Advisors in Reynoldsburg, OH, holding six years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2019 and previously was employed by Columbus City Schools and the Himalayan Grill Restaurant. Outside of financial advisory roles, he is involved as an incorporator in a travel agency business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by third-party asset managers and supports trade execution and custody through established financial institutions.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Henry N

Series 65, Series 63

Torrance, CA

Primerica Advisors

Henry Nielsen is a financial advisor with Primerica Advisors based in Torrance, CA. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work history includes positions at PFS Investments Inc. and the United States Postal Service. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services through model-based strategies created by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Peter N

Series 63, Series 65

E Syracuse, NY

Primerica Advisors

Peter Nicolini is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His work history includes roles at Syracuse Orthopedic Special, Syracuse City Schools, and SUNY Upstate. He also engages in sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by third parties and supports trade execution and custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Alissa P

Series 63, Series 65

Woodstock, GA

Primerica Advisors

Alissa Pounds is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has been with Primerica Advisors since 2017 and has worked with Primerica Financial Services and AMP, LLC in various capacities since 2006. In addition to advisory work, Pounds is involved in the sale of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited range of separately managed accounts for individual and high-net-worth clients. The firm focuses on curated third-party asset managers and employs a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Bradley L

Series 63, Series 65

Scottsdale, AZ

Primerica Advisors

Bradley Laursen is a financial advisor with Primerica Advisors in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His work history includes roles at Related Group, Fore Property, PFS Investments Inc., and Alliance Residential, alongside over two decades with Primerica Financial Services. He is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients with model-delivery strategies created by third-party asset managers. The firm supports its advisory services through a large network of advisors and offers various investment models including those with exposure to cryptocurrency ETFs.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Tony A

Series 63, Series 65

Tarpon Springs, FL

Primerica Advisors

Tony Azevedo is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. In addition to his advisory role, he is involved in the sale of non-investment home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and uses an operational model centered on a tiered wrap fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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