Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Igor C

Series 63, Series 65

Jacksonville, FL

Primerica Advisors

Igor Chernetskiy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of advising, he is involved in several transportation and logistics businesses where he holds leadership positions. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-driven investment strategies. The firm operates at scale with thousands of advisors and offices, offering various model portfolios supported by third-party asset managers and custodial services.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Ramesh P

Series 65, Series 63

Jacksonville, FL

Primerica Advisors

Ramesh Pudhucode is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Primerica Advisors, he worked at Primerica Financial Services, Liberty National Insurance, and held an IT position before transitioning to finance. His outside business activities include referral work for home security and automation products through Primerica affiliates. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody with third-party firms.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Bradley G

Series 63, Series 65

Jacksonville, FL

Primerica Advisors

Bradley Goldbach is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes roles at xAI, Lightstream Marketing Agency, Scale AI, James T. Meyer, Inc., and Pearson Education. He is also involved in the sale of loan products and home-related services through Primerica affiliates. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Severan R

Series 65, Series 63

Jacksonville, FL

Primerica Advisors

Severan Roche is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 65 and Series 63 credentials and with one year of industry experience. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, Tacolu, and positions in educational institutions. Outside of financial advising, he is involved as a partner with Juice Plus+, a non-investment related business. Primerica Advisors is a large-scale firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that delivers advisory services through model-driven strategies managed by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")