Jeff Hoyer
Advisor at Primerica Advisors
Updated today
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.
Firm
Primerica Advisors
Location
Kamuela, HI 96743
Credentials
Series 63, Series 65
Industry experience
11 years
About
Jeff Hoyer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Primerica and its affiliated entities since 2013 and previously worked with Musika LLC and Take Lessons. Outside of his advisory role, he plays guitar and works as a part-time 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 limited discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.
Expertise
Based on Primerica Advisors
ESG / Sustainable investing
Tax-loss harvesting
Income planning
Fee options
$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
Location
65 1204 Lindsey Rd, Ste 2 B
Kamuela, HI 96743
Most active in
Jeff H has reported serving >5 clients in these states in the last 12 months.
Hawaii
Work history
Primerica
2024 - Present (2 years)
Primerica Advisors
2014 - Present (12 years)
Primerica Financial Services
2013 - Present (13 years)
Musika LLC
2013 - 2016 (3 years)
Take Lessons
2011 - 2016 (5 years)
Carlsbad Community Church
2001 - 2016 (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Michael F
Series 63, Series 65
Kamuela, HI
Raymond James & Associates
Andrew S
Series 63
Kamuela, HI
Ameriprise
Rosalind W
Series 63, Series 65
Kamuela, HI
Cetera
Scott D
Series 63, Series 65
Kamuela, HI
Primerica Advisors
Richard J
CFP®, Series 63, Series 65
Kamuela, HI
Cetera
Robert K
Series 63, Series 66
Kamuela, HI
Edward Jones
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