Fifth Third Securities
31yrs
Top advisor by experience in Brunswick
3yrs
Jeffrey Lash is a fiduciary financial advisor in Brunswick, Ohio, with 3 years in the industry. Jeffrey joined Primerica Advisors in 2025, a firm offering investment management. The firm is paid through a percentage of assets.
One of 24 advisors with offices in Brunswick, and one of 23 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
OfficeBrunswick, OH
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
- Feb 2025 – nowPFS Investments Inc.Current firm
Contact Jeffrey
(833) 786-0550Firm headquarters in Duluth, GA. Ask for Jeffrey. Brunswick, OHOffice · Get directions X (Twitter) pagePrimerica AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jeffrey
Tailored to Jeffrey’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jeffrey
How do I contact Jeffrey?
Call Primerica Advisors at (833) 786-0550 and ask for Jeffrey Lash. Jeffrey works from the Brunswick, OH office.
How long has Jeffrey been a financial advisor?
Jeffrey has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Jeffrey hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jeffrey a fiduciary?
Jeffrey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeffrey paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Jeffrey 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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