Knoxville, TN Perimeter Park Rd Office

Alan Jordan is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and has operated Jordan Tax Service since 1999. Outside of advisory work, he is involved in sales of loan products and home security and automation service referrals through affiliated firms. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs a model-based investment approach supported by third-party asset managers and provides custody and trade execution services through Pershing and BNY Mellon Advisors.

Wesley Parrish is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Parrish is involved in the sale of investment-related products and also receives compensation for referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary 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, delegating trading responsibilities to BNY Mellon Advisors for model implementation.

Alec Mizner is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013 and also works at Werner Enterprises. In addition to his advisory role, he is involved in the sale of 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 discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

John Walker is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of his advisory role, he is a self-employed gardener in Knoxville. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options structured as a wrap-fee solution.

Ronald White is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at PFS Investments Inc. since 2010 and has been affiliated with Primerica Financial Services since 1987. His other business activities include part-time referrals of home security and automation products through Primerica client services and compensation from Primerica Mortgage for loan product sales. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary 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.

Jonathan Houghton is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 2000. Outside of advising, he is involved in the sale of home security and automation products as well as other home-related services 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 entities. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trading and custody through BNY Mellon Advisors and Pershing.

Jamie Martin is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 65 and Series 63 licenses and 13 years of industry experience. His work history includes roles at Blake & Pendleton, Armorock, LLC, Generation Green Recycling, Vallen Distribution, and IDG Compressor. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients. The firm relies on model-delivery strategies created by unaffiliated asset managers and supports accounts through custody and trade execution partnerships, overseeing approximately $15.5 billion in assets under management.