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Jonah J
Series 63, Series 65
Woodbury, MN
Primerica Advisors
Jonah Jangula is a financial advisor at Primerica Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses. His background includes roles in the restaurant industry and involvement with Charleston's Overspeed Hockey Training. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors and relies on model-driven strategies managed by unaffiliated asset managers.
Carlos A
Series 65
Hialeah, FL
Primerica Advisors
Carlos Abreu Jr. is a financial advisor with Primerica Advisors in Hialeah, FL, holding a Series 65 designation and eight years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2017 and previously spent ten years at Dade Christian. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides 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 curates third-party asset managers and uses a tiered wrap-fee structure, offering a range of strategic, tactical, tax-aware, and income distribution investment models.
Jacob C
Series 63, Series 65
Canandaigua, NY
Primerica Advisors
Jacob Carrier is a financial advisor with Primerica Advisors in Canandaigua, NY, holding Series 63 and Series 65 credentials and seven years of industry experience. His work history includes roles at PFS Investments Inc., Primerica Financial Services, and Barkman Honey. He also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors is a large institutional firm managing approximately $15.5 billion in assets and serving individual, corporate, and charitable clients through a wrap-fee asset management program. The firm offers model-driven investment strategies supported by third-party asset managers and provides advisory services primarily to individual investors rather than institutional accounts.
Frank M
Series 63, Series 65
S Easton, MA
Primerica Advisors
Frank Moy Jr. is a financial advisor with Primerica Advisors in Walpole, MA, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of advisory work, he serves as a trustee for multiple family trusts. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-based strategies and discretionary separately managed accounts 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.
Johnson J
Series 65, Series 63
Duluth, GA
Primerica Advisors
Jimison Johnson is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 65 and Series 63 registrations and over 31 years of industry experience. His prior roles include positions at J.D. Mellberg Financial, Secure Investment Management, Cetera, and Regions Bank. In addition to his advisory work, he is licensed as a real estate agent and is involved in related sales activities under The Jimison Group. 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 operates at scale with nearly 3,700 advisors and offers model-driven investment strategies supported by third-party asset managers and custodians.
Lubna J
Series 63, Series 65
Duluth, GA
Primerica Advisors
Lubna Javaid is a Series 65-licensed financial advisor with Primerica Advisors in Atlanta, GA, bringing 23 years of industry experience. She has been with Primerica Financial Services since 2011. Her other business activities include management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a curated selection of third-party asset managers and employs a tiered wrap-fee structure.
Casey W
Series 63, Series 65
Temecula, CA
Primerica Advisors
Casey Weaver is a financial advisor with Primerica Advisors in Temecula, CA, holding Series 63 and Series 65 licenses and over 14 years of industry experience. His work background includes roles at Qualcomm, Inc. and Tesla Inc. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies developed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.
Alex C
Series 63
Lafayette, LA
Primerica Advisors
Alex Cleveland is a financial advisor with Primerica Advisors in Lafayette, LA, holding a Series 63 designation and over 31 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since the early 1990s. Outside of his advisory role, he maintains an eBay business selling clothing and related items as a hobby. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a large-scale wrap-fee asset management program that employs model-delivery strategies developed by unaffiliated asset managers and uses custodial support from Pershing.
Alfons M
Series 63, Series 65
Nyc, NY
Primerica Advisors
Alfons Marku is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Citibank and Primerica Financial Services. He is also involved in the sale of loan products and home security and automation referrals 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 discretionary separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.
Amber W
Series 65, Series 63
Pocatello, ID
Primerica Advisors
Amber Webb is a financial advisor at Primerica Advisors with Series 65 and Series 63 registrations and three years of industry experience. Her prior work includes roles at PFS Investments Inc. and Primerica Financial Services since 2023, as well as self-employment from 2012 to 2023. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm supports nearly 3,700 advisors and manages approximately $15.5 billion in assets, offering model-driven strategies with discretionary management and custody provided by BNY Mellon Advisors and Pershing.
Stacey H
Series 63, Series 65
Owings Mills, MD
Primerica Advisors
Stacey Hampton is a financial advisor with Primerica Advisors in Owings Mills, MD, holding Series 63 and Series 65 licenses and eight years of industry experience. Her work history includes roles at Healthcare Access Maryland and PFSI Investment Inc., alongside her ongoing tenure with Primerica Financial Services. Outside of her advisory work, she serves as a clinical supervisor for All Walks of Life in Baltimore. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven 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 delegates trading responsibilities while utilizing a tiered wrap-fee structure.
Adina L
Series 63, Series 65
Crofton, MD
Primerica Advisors
Adina Lavoie is a financial advisor at Primerica Advisors with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Financial Services and PFS Investments Inc. since 2008. In addition to her advisory role, she consults part-time for Pourkys LLC. Primerica Advisors manages a wrap-fee asset management program serving primarily 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 from unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.
Denise R
Series 63, Series 65
N Las Vegas, NV
Primerica Advisors
Denise Reitz is a financial advisor with Primerica Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Primerica Advisors since 1997 and with Primerica Financial Services since 1992. Outside of her advisory role, she is involved in home health care as a personal care assistant. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.
Ashley H
Series 63, Series 65
Tigard, OR
Primerica Advisors
Ashley Hurtado is a financial advisor with Primerica Advisors in Tigard, Oregon, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to her current role, she worked at The Workshop, Evergreens, Starbucks, Barnes & Noble, and Red Robin International. She also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-driven strategies and limited discretionary separately managed accounts to individual and high-net-worth clients using a wrap-fee structure.
Nicholas S
Series 63
Gillette, WY
Primerica Advisors
Nicholas Simque is a financial advisor with Primerica Advisors in Gillette, Wyoming, holding a Series 63 designation and 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.
David B
Series 63, Series 65
Lititz, PA
Primerica Advisors
David Bender is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 2018. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options to individual and high-net-worth clients, structured as a wrap-fee solution rather than institutional plan management.
Gary E
Series 63, Series 65
Knoxville, TN
Primerica Advisors
Gary Emerson is a financial advisor with Primerica Advisors in Lenoir City, TN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of his advisory role, he works as an independent contractor for A1 Learning Connections. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selective 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, with portfolio implementation and trading delegated to BNY Mellon Advisors.
Casey D
Series 63, Series 65
Oak Ridge, TN
Primerica Advisors
Casey Dout is a financial advisor with Primerica Advisors in Oak Ridge, TN. He holds Series 63 and Series 65 licenses and has professional experience since 2018, including roles at Bluemont Group, LLC and Starbucks Coffee Co. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors alongside corporate and charitable clients. The firm utilizes model-delivery strategies and third-party asset managers to provide diversified advisory services across a broad advisor network.
Craig C
Series 63, Series 65
Salt Lake City, UT
Primerica Advisors
Craig Corbett is a financial advisor with Primerica Advisors based in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has 28 years of experience with Primerica, serving since 1997. Outside of advising, he has been involved in sales of home security and automation products and previously served as a team manager for a local soccer club. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors and employs model-based investment strategies supported by third-party asset managers and custodial firms.
Charles R
Series 63, Series 65
Jacksonville, FL
Primerica Advisors
Charles Robshaw is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked at PFS Investments, Inc. since 2011 and Primerica Financial Services since 2010. Outside of finance, he is president of Robshaw Masonry, a construction company he has operated since 1975. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients within a wrap-fee structure.
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