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Javier A
Series 65
Miami, FL
Primerica Advisors
Javier Azcue is a financial advisor with Primerica Advisors in Miami, FL, holding a Series 65 designation and 12 years of industry experience. His prior work includes roles at Valuetainment and HBO Latin America Group. He is also involved in sales of non-investment home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure as part of its investment approach.
Jennifer S
Series 63, Series 65
Miami, FL
Primerica Advisors
Jennifer Shanko is a financial advisor with Primerica Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her career includes roles at JLL and Retail Data, alongside a decade with Primerica Financial Services. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts, operating under a tiered wrap-fee structure and utilizing third-party asset managers for portfolio management.
Guillermo O
Series 65, Series 63
Miami, FL
Primerica Advisors
Guillermo Olmedillo is a financial advisor with Primerica Advisors in Miami, FL, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. Outside of his advisory role, Olmedillo is president of Guillermo Olmedillo, Inc., a legal entity formed for Primerica business purposes, and is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,961 advisors and $15.5 billion in assets under management. The firm primarily uses model-delivery investment strategies created by unaffiliated managers and offers a range of strategic, tactical, tax-managed, and income-distribution approaches.
Elizabeth M
Series 63, Series 65
Miami, FL
Primerica Advisors
Elizabeth Mcnair is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 designations and 12 years of industry experience. She has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2009. Outside of her advisory role, she is a manager and partner at QUP, LLC, a gift shop and merchandise business in Nevada. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, with trading and custody services managed by BNY Mellon Advisors and Pershing.
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