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Jeremy C

Series 63, Series 65

Huntington Beach, CA

Primerica Advisors

Jeremy Celentano is a financial advisor with Primerica Advisors in Huntington Beach, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Financial Services since 1999 and PFS Investments Inc. since 2001. Outside of investment advisory, he is involved in the sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors using model-driven strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Joan W

Series 63, Series 65

Huntington Beach, CA

Primerica Advisors

Joan Williams is a financial advisor at Primerica Advisors with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with Primerica Advisors since 1994, following a year with Primerica Financial Services. In addition to her advisory role, she is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based, tiered wrap fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Justin G

Series 63, Series 65

Huntington Beach, CA

Primerica Advisors

Justin Gilia is a financial advisor with Primerica Advisors in Huntington Beach, CA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. Outside of his advisory role, he serves as CEO of The Gilia Team, a legal entity formed for Primerica business purposes, and is involved in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model that includes a tiered wrap fee structure and delegated trading through BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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