Primerica Advisors
47yrs
Top advisor by experience at Primerica Advisors
16yrs
Jason Smith
Financial advisor at Primerica Advisors
Jason Smith is a fiduciary financial advisor in Duluth, Georgia, with 16 years in the industry. Jason joined Primerica Advisors in 2020, a firm offering investment management. Primerica Advisors reports being paid through a percentage of assets.
One of 229 advisors with offices in Duluth, and one of 220 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 55% of advisors at Primerica Advisors
Office1 Primerica Parkway, Duluth, GA 30099
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
- 2020 – nowPFS Investments Inc.Current firm
Contact Jason
Local office(912) 331-9266Ask for Jason. (833) 786-0550Main office 1 Primerica ParkwayDuluth, GA 30099Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask Jason
Tailored to Jason’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 Jason
How do I contact Jason?
Call Jason’s local office at (912) 331-9266 or the Primerica Advisors main office at (833) 786-0550, and ask for Jason Smith.
How long has Jason been a financial advisor?
Jason has been in the industry since 2010, about 16 years. More experience than 55% of advisors at Primerica Advisors.
What licenses does Jason hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jason a fiduciary?
Jason is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jason paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Jason 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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