Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
1yr
Severan Roche
Financial advisor at Primerica Advisors
Based in Jacksonville, Florida, Severan Roche is a fiduciary financial advisor with 1 year of industry experience. Severan has been with Primerica Advisors since 2025. Primerica Advisors offers investment management and is paid through a percentage of assets.
One of 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office4348 Southpoint Blvd Suite 210-A, Jacksonville, FL 32216
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
- Sep 2025 – nowPFS Investments Inc.Current firm
Questions to ask Severan
Tailored to Severan’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 Severan
How do I contact Severan?
Call Primerica Advisors at (833) 786-0550 and ask for Severan Roche. Severan works from the Jacksonville, FL office.
How long has Severan been a financial advisor?
Severan has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Severan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Severan a fiduciary?
Severan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Severan paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Severan 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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