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Lee J
Series 65, Series 63
Evergreen Park, IL
Primerica Advisors
Lee Jones is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and four years of industry experience. His prior experience includes roles at PFS Investments Inc. since 2022 and over 30 years with the US Postal Service. He has also been affiliated with Primerica Financial Services since 1992. 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 clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based recommendations managed by unaffiliated asset managers.
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