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Sarah M

Series 63, Series 65

Jet, OK

Primerica Advisors

Sarah Mabra is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2022. Outside of her advisory role, she owns and manages Mabra Family Chiropractic, PLLC, where she has been practicing as a chiropractor since 2007. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based, tiered wrap fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Eddie C

Series 63, Series 65

Jet, OK

Primerica Advisors

Eddie Coast is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, he serves as a pastor at Trinity Baptist Church. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors and select corporate and charitable clients, offering model-delivery strategies supported by third-party asset managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Cade J

Series 65, Series 63

Jet, OK

Primerica Advisors

Cade Jenlink is a financial advisor at Primerica Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Sidwell Strategies and Oklahoma State University. Outside of his advisory role, he operates a small cow/calf ranching business near Jet, Oklahoma. 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 utilizes model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jay J

Series 63, Series 65

Jet, OK

Primerica Advisors

Jay Jenlink is a financial advisor with Primerica Advisors in Jet, Oklahoma, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1993. Outside of his advisory role, he is a co-owner of 4J Ventures, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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