Colorado Springs, CO E Fountain Blvd 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
3595 E Fountain Blvd, Ste 210
Colorado Springs CO 80910
Advisors at this office
3
Advisors at this office
Harriette J
Series 63, Series 65
Colorado Springs, CO
Primerica Advisors
Harriette Jasper is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been affiliated with Primerica Financial Services and PFS Investments Inc. since 2011. Jasper also manages office operations for Marchesani, Corp., a legal entity formed for Primerica business purposes, and participates in licensed sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.
Jack W
Series 63, Series 65
Colorado Springs, CO
Primerica Advisors
Jack Windeler is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Primerica since 1998 and is a retired U.S. Army veteran. Outside of advising, he receives non-investment compensation related to home security and automation product referrals and loan product sales through affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies and discretionary separately managed accounts. The firm operates nationally with approximately 3,948 advisors and $15.5 billion in assets under management.
Jake M
Series 63, Series 65
Colorado Springs, CO
Primerica Advisors
Jake Marchesani is a financial advisor with Primerica Advisors based in Colorado Springs, CO, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His work history includes roles at Jimmy John, Larry H. Miller Toyota, Freedom Honda, PFS Investments Inc., and Primerica Financial Services. He has also been involved in sales of investment-related products and has experience with mortgage and home services referrals. Additionally, he coached soccer for Pride Soccer Club in 2012. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model featuring tiered wrap fees and ongoing oversight of its investment offerings.
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