Primerica Advisors
27yrs
Top advisor by experience in Miami Lakes
6yrs
Jonathan Leon
Financial advisor at Primerica Advisors
Based in Miami Lakes, Florida, Jonathan Leon is a fiduciary financial advisor with 6 years of industry experience. Jonathan joined Primerica Advisors in 2021, a firm offering investment management. Primerica Advisors reports being paid through a percentage of assets.
One of 81 advisors with offices in Miami Lakes, and one of 79 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?More experience than 65% of advisors in Miami Lakes
Office15327 NW 60th Ave Suite 201a, Miami Lakes, FL 33014
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowPFS Investments Inc.Current firm
Contact Jonathan
(833) 786-0550Firm headquarters in Duluth, GA. Ask for Jonathan. 15327 NW 60th Ave Suite 201aMiami Lakes, FL 33014Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Primerica Advisors at (833) 786-0550 and ask for Jonathan Leon. Jonathan works from the Miami Lakes, FL office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2021, about 6 years. More experience than 65% of advisors in Miami Lakes.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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