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Jason H

Series 65, Series 63

Omaha, NE

Primerica Advisors

Jason Heimes is a financial advisor with Primerica Advisors based in Omaha, NE. He holds Series 65 and Series 63 licenses and has experience spanning over a decade, including roles at PFS Investments Inc., Primerica Financial Services, and Methodist Hospital. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through a model-driven approach supported by unaffiliated asset managers and custodial services from Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jaden M

Series 63, Series 65

Omaha, NE

Primerica Advisors

Jaden Meeks is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His background includes roles in investment sales with PFS Investments Inc. and various customer service positions, including work as a self-employed driver for Instacart. Meeks is involved in the sale of home security and automation product referrals outside of his advisory role. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Rayna H

Series 63, Series 65

Omaha, NE

Primerica Advisors

Rayna Hladky is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and two years of industry experience. Her career includes roles at Primerica Advisors, W.D. Olson & Associates LLC, and Primerica Financial Services. Outside of financial advising, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients, emphasizing a wrap-fee structure and third-party asset manager oversight.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Rebecca A

Series 65, Series 63

Omaha, NE

Primerica Advisors

Rebecca Albers is a financial advisor with Primerica Advisors who holds Series 65 and Series 63 licenses and has 11 years of industry experience. She has worked with Primerica in various capacities since 2013 and has also been associated with W.D. Olson & Associates, Inc. since 2017. Outside of her advisory role, she is involved as an independent contractor with Business Seals Consulting and serves as an executive assistant for Orel Express & Associates. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies supported by third-party managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Luis V

Series 63, Series 65

Omaha, NE

Primerica Advisors

Luis Vazquez Ventura is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 designations and two years of industry experience. His work history includes roles at Primerica Financial Services, I2C Inc., Sojern Inc., and Fiserv. He also receives non-investment related compensation for referrals of home security and automation products and loan products through affiliations with Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services mainly through model-driven strategies managed by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Loretta M

Series 63, Series 65

Omaha, NE

Primerica Advisors

Loretta Maurer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. She has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of advisory work, she is involved in the sale of home security and automation products, as well as loan products, 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. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

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

Series 63, Series 65

Omaha, NE

Primerica Advisors

Geraud Gandemey is a financial advisor with Primerica Advisors in Elkhorn, NE, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with Primerica Advisors since 2015 and previously worked at Charleston's Restaurant from 2013 to 2017. In addition to his advisory role, he 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, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

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

Series 65, Series 63

Omaha, NE

Primerica Advisors

Donna Wilson is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 65 and Series 63 licenses and 19 years of industry experience. Her previous work includes roles at Jerry Spady Pontiac Cadillac GMC and Jerry Spady Chevrolet GM. In addition to advisory services, she is involved in sales of investment-related products and receives compensation for loan product sales and referrals of home security and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Elijah S

Series 65, Series 63

Omaha, NE

Primerica Advisors

Elijah Strosnider is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at Habitat For Humanity Omaha and multiple positions in diverse industries such as medical services and roofing. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs a model-driven investment approach supported by third-party asset managers and offers strategic, tactical, tax-managed, and income-distribution portfolios.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Wayne O

Series 63, Series 65

Omaha, NE

Primerica Advisors

Wayne Olson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has been with Primerica since 1989 and serves as president of W.D. Olson & Associates, Inc., a legal entity formed for Primerica business purposes. Olson also engages in sales of loan products and home-related services 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 discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily under a tiered wrap-fee structure.

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

Series 65, Series 63

Omaha, NE

Primerica Advisors

Chad Wilson is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 11 years of industry experience. He previously worked at COR Clearing Inc. for 11 years and was involved with AlpacaDB, Inc. and Alpaca Securities LLC from 2021 to 2024. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-based investment strategies managed by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Alan E

Series 65, Series 63

Omaha, NE

Primerica Advisors

Alan Eoff is a financial advisor at Primerica Advisors in Omaha, NE, holding Series 65 and Series 63 licenses with 10 years of industry experience. He has worked with PFS Investments Inc. since 2016 and has been affiliated with BeneSys Inc. and Primerica Financial Services since 2013. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services primarily through model recommendations developed by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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