Jackson, MS Dogwood View Pkwy Office

Team
Updated today
PRIMERICA Advisors logo

PRIMERICA Advisors

Institution

Firm-wide stats for PRIMERICA Advisors

Total advisors

3,992

Across 1,252 offices

Clients per advisor

17 Very Low

Avg AUM per client

$228,117 Very Low

HNW client ratio

3% Very Low

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

ESG / Sustainable investing Tax-loss harvesting Income planning

Based on PRIMERICA Advisors

Location

6520 Dogwood View Pkwy, Ste E 1

Jackson MS 39213

Advisors at this office

6

Advisors at this office

user avatar

Jamal S

Series 63, Series 65

Jackson, MS

Primerica Advisors

Jamal Sanders is a financial advisor at Primerica Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Primerica Financial Services since 1999. Outside of his advisory role, he works as a rideshare driver for Lyft and Uber. Primerica Advisors provides 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.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Jon Tamrod S

Series 63, Series 65

Jackson, MS

Primerica Advisors

Jon Tamrod Sanders is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1996 and has prior work experience with OGIA, Canon Solutions America Inc., and Ricoh USA. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio management and trading delegated to external specialists.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Darryl U

Series 63, Series 65

Jackson, MS

Primerica Advisors

Darryl Ulmer is a financial advisor with Primerica Advisors in Jackson, MS, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His work history includes longstanding roles at Primerica Financial Services and PFS Investments Inc., as well as experience in education at Wingfield High School. He is also involved in sales of loan products and home-related services through Primerica-affiliated companies. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Andrew M

Series 63, Series 65

Jackson, MS

Primerica Advisors

Andrew Moncure Jr. is a financial advisor with Primerica Advisors in Jackson, MS, holding Series 63 and Series 65 licenses and accumulating 12 years of industry experience. He has been with Primerica Advisors since 2014 and previously worked with Primerica Financial Services. Outside of financial advising, he is employed as a program coordinator at Jackson State University’s Northrop Grumman Center for High Performance Computing, where he supports research staff and manages daily operations. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-driven investment strategies supported by third-party asset managers and custodial partners.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Jacqueline J

Series 63, Series 65

Jackson, MS

Primerica Advisors

Jacqueline Jefferson is a financial advisor at Primerica Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2018. Outside of her advisory role, she owns and manages several businesses including 3 Way Enterprises, LLC and Bobby's House, LLC, which leases buildings to seniors and veterans. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and separately managed accounts 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.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Marray H

Series 63, Series 65

Jackson, MS

Primerica Advisors

Marray Harris is a financial advisor with Primerica Advisors in Jackson, MS, holding Series 63 and Series 65 licenses and possessing six years of industry experience. Harris has worked concurrently at several organizations, including the University of Mississippi Medical Center and Horne LLP. Outside of advisory work, Harris is involved in educational consulting through a partnership in MJE Consulting, LLC, and owns MDH Business Consulting. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs an operational model built around tiered wrap fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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