Richmond Hill, NY Office

Jennifer Chase is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Primerica Financial Services since 2004 and PFS Investments Inc since 2017. Outside of her advisory role, she has been involved with the Screen Actors Guild and Actor's Equity for over 30 years. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure.

Kiel James is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 12 years of industry experience. He has worked at Primerica Advisors since 2014 and also has experience with Century 21 Milestone and JetBlue Airways. Outside of advisory work, he is involved in sales of loan products and home security referrals through Primerica-affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves 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.

Robert Lobo is a financial advisor with Primerica Advisors in Richmond Hill, NY, holding a Series 63 license and 11 years of industry experience. He has been with Primerica Advisors since 2014 and has worked with Primerica Financial Services since 2012. Outside of advisory services, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based, tiered wrap fee structure.

Philip George is a financial advisor at Primerica Advisors with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with PFS Investments Inc. and Primerica Financial Services since 2006. He also has a long tenure with the County of Westchester, spanning 34 years. Outside of his advisory role, he is involved in tax preparation services and sells home security, automation, and loan products through affiliated companies. Primerica Advisors 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 clients. The firm relies on model-delivery strategies from unaffiliated asset managers and offers a limited number of discretionary separately managed accounts.

Ankur Chawla is a financial advisor with Primerica Advisors, holding the Series 63 designation and bringing 26 years of industry experience. He has been with Primerica Advisors since 2000 and Primerica Financial Services since 2003. Outside of financial advising, he is involved in several business ventures as president and owner of multiple companies, and he is also a licensed real estate agent. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery investment strategies from unaffiliated asset managers and offers discretionary separately managed account options, supported by BNY Mellon Advisors and Pershing for trade execution and custody.