Jenkintown, PA 766 Old York Rd Office

Jose Vasquez is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has been with Primerica in various capacities since 2014 and previously worked at Valley Forge Medical Center for 15 years. Outside of his advisory role, Vasquez works as a self-employed caregiver and serves as a cross country referee for Springfield Township High School. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and limited discretionary 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 to manage client portfolios.

Sherwin Forde is a financial advisor with Primerica Advisors in Norristown, PA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013. Outside of his advisory role, he is involved in tax preparation and accounting through his own CPA practice and owns a separate business, The Logos, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and delegates trading responsibilities to third-party managers while maintaining oversight of model selection and portfolio management.

Stephanie Wright is a financial advisor at Primerica Advisors in Jenkintown, PA, holding Series 65 and Series 63 licenses with one year of industry experience. Her previous work includes roles at Primerica Financial Services and Barbara Gisel Design, Ltd. She owns and operates SW Accounting Services, LLC, providing bookkeeping and accounting services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors who present model-based investment recommendations.

Ericka Neville is a financial advisor with Primerica Advisors in Lafayette Hill, PA, holding Series 63 and Series 65 credentials and nine years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2016 and previously worked with The Tax Ladies and Health Advocate. Outside of financial advising, she works as an Uber driver. 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 uses a tiered wrap-fee structure for its investment services.

Katherine Vasquez is a financial advisor with Primerica Advisors in Jenkintown, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has held positions at PFS Investments Inc. and Primerica Financial Services since 2014. Outside of financial advising, she works as a Flex Driver for Amazon Flex. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers a range of portfolio approaches supported by custodial and trade execution services.

James Lee is a financial advisor with Primerica Advisors in Jenkintown, PA, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Alford & Rambaran, Asplundh, Temple University Health System, and Banana Republic. Lee also engages in sales of investment-related products and receives compensation related to mortgage loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies and discretionary separately managed accounts supported by custodial and trade execution services through Pershing and BNY Mellon Advisors.