Gulfcoast Financial Services
33yrs
Top advisor by experience in Lake City
6yrs
James Yonn
Financial advisor at Primerica Advisors
James Yonn is a fiduciary financial advisor in Lake City, Florida, with 6 years in the industry. James joined Primerica Advisors in 2020, a firm offering investment management. The firm is paid through a percentage of assets.
One of 26 advisors with offices in Lake City, and one of 22 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office855 SW Baya Drive, Lake City, FL 32025
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
Questions to ask James
Tailored to James’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 James
How do I contact James?
Call Primerica Advisors at 833-786-0550 and ask for James Yonn. James works from the Lake City, FL office.
How long has James been a financial advisor?
James has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask James 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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