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Johnathan B
Series 65, Series 63
Georgetown, TX
Primerica Advisors
Johnathan Baumann is a financial advisor at Primerica Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, he worked in the apparel industry for several years, including positions at Cobra Puma Golf and TravisMathew. Primerica Advisors sponsors 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 employs model-delivery strategies managed by third-party asset managers and supports accounts with custody and trade execution services from Pershing.
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