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Philip Bryan J

Series 65, Series 63

Covina, CA

Primerica Advisors

Philip Bryan Jalad is a financial advisor with Primerica Advisors in Covina, CA, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Primerica Financial Services since 2023 and has a background that includes over a decade with T-Mobile USA. Outside the financial industry, he owns and manages BYHZE, LLC, a non-investment-related business. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients, through a wrap-fee asset management program. The firm utilizes model-driven investment strategies created by unaffiliated asset managers and offers discretionary separately managed accounts with support from BNY Mellon Advisors and Pershing for trade execution and custody.

ESG / Sustainable investing Tax-loss harvesting Income planning
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