Birmingham, AL Crestwood Blvd Office

Gerald Miranda is a financial advisor with Primerica Advisors in Birmingham, AL, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2009. Outside the investment field, he has operated a self-employed commercial equipment lease brokerage business under the name CTC Capital, which he plans to discontinue. 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 provides a tiered wrap-fee structure for its services.

Christopher Leopard is a financial advisor with Primerica Advisors in Birmingham, AL. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Primerica Advisors, he worked at PFS Investments Inc. He also has 18 years of service with the US Air Force. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Edward Jones is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. Outside of his advisory role, Jones is a partner in Stonebridge Development and Azalia Cove, LLC, and owns The Easy Street Band in Birmingham, Alabama. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program that delivers model-driven investment strategies supported by third-party managers and custodial services.

Michael Jones is a financial advisor with Primerica Advisors in Birmingham, AL, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at PFS Investments Inc. since 2020 and has been involved with Primerica Financial Services since 1995. Outside of his advisory role, he is the owner and salesperson of Harmony Remodeling, Inc., a non-investment-related business. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.