Plainsboro, NJ Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

2

Of 3,966 advisors across 1,249 offices

Location

666 Plainsboro Rd, Suite 415

Plainsboro NJ 08536

Advisors at this office

2

Advisors at this office

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Matthew J

Series 63, Series 65

Plainsboro, NJ

Primerica Advisors

Matthew Javois is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has worked at PFS Investments Inc. since 2008 and with Primerica Financial Services since 2005. Outside of his advisory role, he is a partner in Javois Enterprises LLC, an entity created to manage office lease arrangements for Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap fee structure and maintaining discretion over model offerings.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Joseph F

Series 63, Series 65

Plainsboro, NJ

Primerica Advisors

Joseph Francis Jr. is a financial advisor with Primerica Advisors in Plainsboro, NJ, holding Series 63 and Series 65 licenses and having two years of industry experience. He has worked at Primerica Advisors since 2023 and Primerica Financial Services since 2022, alongside a long-term role at the Department of Children and Families since 2013. Outside of advisory work, he is an independent contractor for Beach Boss Influencers, a marketing business. 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 employs a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
View complete list of advisors at this office
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