Peter Tijerina is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Primerica Advisors since 2016 and has worked with Primerica Financial Services since 2013. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm focuses on tiered wrap-fee solutions and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Patricia McGurn is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Primerica Advisors since 1998 and operates R-McGurn & Assoc. Inc., a firm formed solely for Primerica business purposes. McGurn also engages in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors 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-delivery strategies from unaffiliated asset managers and provides custody and trade execution through Pershing, overseeing approximately $15.5 billion in assets under management.

Jesus Guerra is a financial advisor at Primerica Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles, including at Primerica Mortgage LLC and as a Texas real estate agent. Outside of financial services, he owns Marco Vending and is active as a real estate agent with Texas Premier Realty in San Antonio. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, utilizing model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure.