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Jeffrey B

Series 63, Series 65

Huntingburg, IN

Primerica Advisors

Jeffrey Bounds is a financial advisor with Primerica Advisors in Huntingburg, Indiana, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has worked with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Bounds serves as a city councilman for District 2 in Huntingburg. Primerica Advisors sponsors 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 clients. The firm employs model-delivery strategies managed 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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