Colorado Springs, CO Campus Dr Office

Jason Bobrowitz is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Primerica Advisors and its affiliated firm since 2000. Outside of his advisory role, he is a partner in a business that owns gun parts and a co-founder of a nonprofit ministry. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Byeong Chae is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 65 and Series 63 licenses and 11 years of industry experience. His prior work includes roles at DowDupont and PepsiCo. Outside of advisory services, 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 primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing custody/clearing services.

Kyle Michael is a Series 65-licensed financial advisor with Primerica Advisors in Colorado Springs, CO, bringing eight years of industry experience. He has held roles at Falcon Aero Lab, Colorado AeroLab, and Wolverine Construction, and has been with Primerica since 2017. Outside of his advisory work, he is involved with High County Home Educators. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and oversees trade execution and custody through BNY Mellon Advisors and Pershing.

Douglas Owens is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2006. Owens is also involved in sales of investment and loan products, as well as referrals for home security and automation services through related Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm curates third-party asset managers and uses an independent due-diligence consultant to oversee portfolio management.

Michael Figurski is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been associated with PFSI Investment Inc. since 2018 and Primerica Financial Services since 2017. Outside of advisory roles, he is involved in sales related to loan products and home security and automation 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 limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Ashley Malik is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked with Primerica since 2022 and is also the owner of Chrysanthemum Apparel, a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.