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Jamel Oneal White

Investment adviser representative at Primerica Advisors
10 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. PuteJul 2024 to now
  2. Pfs Investments Inc.Aug 2023 to now
  3. Primerica Financial ServicesApr 2023 to now
  4. University of Maryland Global CampusMar 2023 to Apr 2023
  5. Fidelity InvestmentsJan 2022 to Mar 2023
  6. University of FloridaJan 2021 to Oct 2021
  7. TuroAug 2019 to Jan 2022
  8. University of Maryland Global CampusJan 2017 to Jan 2022
  9. UnemployedAug 2016 to Jan 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (VA).

Primerica Advisors

Legal name: Pfs Investments Inc.

$15.5BAssets managed
67,816Clients
4,004Advisers
15 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7498367
Firm CRD
10111
Advisor's SEC record (opens in a new tab)
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