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Mark J

Series 63, Series 65

Kissimmee, FL

Primerica Advisors

Mark Jama is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes over a decade with Primerica Financial Services and Primerica Advisors, alongside roles in automotive sales and consulting. Outside of finance, he owns Nutty's Candies Gifts and Comics and teaches defensive driving. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment solutions.

ESG / Sustainable investing Tax-loss harvesting Income planning
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