Advisor at Primerica Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Aurelia Jackson is a financial advisor with Primerica Advisors in Dublin, Ohio, holding Series 63 and Series 65 licenses. She has experience at PFS Investments Inc. and Primerica Financial Services, and previously worked for two decades with the Pediatric Academic Association/Nationwide Children's Hospital. 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 accounts structured as wrap-fee solutions. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.
Based on Primerica Advisors
$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)
Account minimum: $25,000
7215 Sawmill Rd, Unit F Ste 25 A
Dublin, OH 43016
Ohio
PFS Investments Inc.
2024 - Present (2 years)
Primerica Financial Services
2023 - Present (3 years)
Retired/ Unemployed
2023 - Present (3 years)
Pediatric Academic Association/ Nationwide Children's Hospital
2003 - 2023 (20 years)
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Accountant / CPA / tax prep
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Real estate agent
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