Castle Rock, CO Office
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PRIMERICA Advisors
Institution
Firm-wide stats for PRIMERICA Advisors
About
Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program that serves primarily individual investors (including both non-HNW and high-net-worth clients), as well as corporate and charitable clients. The firm operates at scale — roughly 3,698 financial advisors, about 1,829 offices, and approximately $15.5 billion in AUM — and delivers advisory services through advisors who collect client information and present model recommendations.
The Program relies largely on model-delivery strategies created and managed by unaffiliated asset managers, with a limited number of discretionary separately managed account options; an overlay manager (BNY Mellon Advisors) and Pershing custody/clearing support trade execution and account custody. Models span strategic, tactical, tax-managed and income-distribution approaches and the brochure discloses recently added models that allocate to exchange-traded funds investing in cryptocurrency; advisory arrangements are billed as percentage-of-AUM rather than on a fixed-fee basis.
Compared with many large institutional advisers, Primerica does not provide portfolio management for institutional clients, does not serve pension or profit‑sharing plan clients, and does not offer a formal “selection of other advisers” service for clients — features that the firm’s disclosure highlights as absent. The firm also discloses several program-specific operational features and conflicts (use of third‑party due diligence, certain proprietary fund limitations through its broker‑dealer, an exclusion of parent-company stock from Program accounts, and compensation arrangements tied to wrap fees and asset managers) that distinguish its program governance and product availability from some peers.
Based on PRIMERICA Advisors
Expertise
Based on PRIMERICA Advisors
Location
309 Jerry Street, Suite 200
Castle Rock CO 80104
Advisors at this office
3
Advisors at this office
Jonathan R
Series 65
Castle Rock, CO
Primerica Advisors
Jonathan Rogers Peckham is a financial advisor with Primerica Advisors in Castle Rock, CO, holding a Series 65 designation and two years of industry experience. He has been with Primerica Advisors since 2023 and is also the owner of nSuite Consulting, a non-investment-related business. Peckham’s background includes roles at Primerica Financial Services and Genuine Parts Company. 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 curates third-party asset managers and utilizes a tiered wrap fee structure for its services.
Amy S
Series 63, Series 65
Castle Rock, CO
Primerica Advisors
Amy Stevenson is a financial advisor with Primerica Advisors in Castle Rock, Colorado, holding Series 63 and Series 65 licenses and nine years of industry experience. Her work history includes roles at PFS Investments Inc and Primerica Financial Services since 2017, as well as earlier employment at TJ Maxx and Domino's. She is also involved in sales of non-investment home security and automation products through affiliated companies. Primerica Advisors sponsors and manages 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 operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-based investment strategies managed by unaffiliated asset managers.
Jonathan O
Series 65, Series 63
Castle Rock, CO
Primerica Advisors
Jonathan Osowski is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has concurrent roles at Avis Budget Group, PFS Investments Inc., Primerica Financial Services, and Complete Fire Protection. Outside of his advisory work, he is a licensed building instructor, dedicating time monthly to this activity. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs a model-driven investment approach supported by third-party asset managers and focuses primarily on individual investors rather than institutional portfolios.
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