PRIMERICA Advisors

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides 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 delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Jesse Dare is a financial advisor with Primerica Advisors in Columbia, SC, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at Blue Cross & Blue Shield of Mississippi and Havarti Risk Services. Outside of financial advising, he works as an independent healthcare strategy adviser and actuarial consultant through Dare Enterprises LLC and Pasco Advisers. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Jacqueline Dheere is a financial advisor with Primerica Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked with PFS Investments Inc. since 2013 and Primerica Financial Services since 2012. Outside of her advisory role, she is involved in yacht brokerage through Pop Yachts and owns Juliette Delta Enterprises, LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm’s approach includes independent manager due diligence and uses BNY Mellon Advisors for model implementation, offering a tiered wrap-fee structure and curated third-party asset managers.

Jason Bobrowitz is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Primerica Advisors and its affiliated firm since 2000. Outside of his advisory role, he is a partner in a business that owns gun parts and a co-founder of a nonprofit ministry. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

James Weber is a financial advisor with Primerica Advisors in Freedom, Wisconsin, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1986. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Jordan Brown is a financial advisor with Primerica Advisors in Atlanta, GA, holding a Series 65 designation and 14 years of industry experience. He has been with Primerica Financial Services since 2011. His other business activities include management and operations related to investment products. 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. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Varinia Peridon is a financial advisor at Primerica Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica Financial Services since 2021. In addition to her advisory role, she is affiliated with Point Loma Nazarene University. 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 uses third-party asset managers and a tiered wrap fee structure, with operational oversight to manage potential conflicts of interest.

Amy Lam is a financial advisor with Primerica Advisors in New York, NY, holding a Series 63 designation and 14 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2010. Outside of her advisory role, she is involved with the Garment Industry Day Care. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while operating on a tiered wrap-fee structure.

Jennifer Metz is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 25 years of industry experience. She has been with Primerica since 2000. Outside of her advisory role, she is involved in the sale of home security and automation products through affiliated companies and operates as a sole proprietor. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure for its investment services.

Anthony Bond is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2002 and has served with the Diamondhead Fire Department since 2014. Outside of his advisory role, he operates Tony Bond & Associates, LLC, a non-investment related business in Kiln, Mississippi. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm employs a curated third-party asset manager approach and uses a tiered wrap-fee structure.

Blake Otto is a financial advisor at Primerica Advisors in Bonita Springs, FL, holding Series 63 and Series 65 licenses. He has worked in the financial services industry since 2020, including roles at Primerica Financial Services and PFS Investments Inc., and has experience in educational organizations such as the University of Connecticut and the Community School of Naples. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors using model-based investment strategies managed by third-party asset managers.

Luther Setzer is a financial advisor with Primerica Advisors in Rockledge, FL, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has worked at Primerica Advisors since 2019 and previously at Primerica Financial Services starting in 2018. Before entering the financial sector, he spent 36 years at NASA. Outside of advising, he works as a part-time actor in TV, film, and voice acting. 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. The firm curates third-party asset managers and offers a tiered wrap-fee structure for its services.

Keith Keener is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been affiliated with Primerica Advisors since 1981 and Primerica Financial Services since 1991. Outside of investment advisory, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-delivery strategies and limited separately managed accounts primarily to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with trading delegated to BNY Mellon Advisors.

Harold Ballard Jr. is a financial advisor with Primerica Advisors based in Indian Trail, NC. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His career includes roles at PFS Investment Inc. and Primerica Financial Services, as well as teaching positions at Charlotte Christian College and Carson-Newman University. Outside of finance, he is involved with Yom Tov Enterprises, LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based and separately managed account options under a wrap-fee structure. The firm uses third-party asset managers and maintains oversight of investment models, with custody and trade execution handled by Pershing and Primerica Brokerage Services.

John Hansen is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018. Outside of his advisory work, Hansen serves as a referee/official in Ontario, WI. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a percentage-based wrap fee structure.