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Jonelle Mceachern

Primerica Advisors
16 Years of Experience
Union, NJ
2 DisclosuresBroker
View SEC Summary
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Jonelle Mceachern is a registered investment advisor at Primerica Advisors, based in Union, NJ, with 16 years of industry experience. Jonelle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B in assets under management.

Primerica Advisors
Compensation
Fee-Only (% of Portfolio)
Firm Size
3990 advisors
Number of Clients
67,816 clients
Average Client Portfolio
$229K average
Assets Under Management
$15.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.74%
$250K - $500K1.71%
$500K - $1.0M1.52%
$1.0M - $3.0M1.38%
$3.0M - $5.0M1.15%
$5.0M - $10.0M1.00%
$10M+0.85%

Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1767 Morris Ave, Ste I, Union, NJ, 07083

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
May 2015
Judgment / Lien
September 2013
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jonelle sells investment-related products for companies affiliated with PFS Investments Inc. She may also receive compensation from Primerica Mortgage, LLC for loan product sales and/or Primerica Client Services, Inc. for referrals of home security, automation products, and other home-related services.

Employment History
Current Registrations
Primerica Advisors
August 2021 - Present · 5 yrs 2 mos
PFS Investments INC.Broker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Primerica Advisors
December 2016 - February 2020 · 3 yrs 2 mos
PFS Investments INC.Broker
July 2016 - February 2020 · 3 yrs 7 mos
Lincoln Investment Planning, INC
August 2011 - December 2014 · 3 yrs 4 mos
Lincoln InvestmentBroker
August 2011 - December 2014 · 3 yrs 4 mos
Metlife Securities INC.
September 2008 - September 2011 · 3 yrs
Metlife Securities INC.Broker
August 2008 - September 2011 · 3 yrs 1 mo
Ameriprise Financial Services, INC.
December 2007 - March 2008 · 3 mos
Ameriprise Financial Services, INC.Broker
December 2007 - March 2008 · 3 mos
H&r Block Financial Advisors, INC.
July 2007 - September 2007 · 2 mos
H&r Block Financial Advisors, INC.Broker
July 2007 - September 2007 · 2 mos
UBS Financial Services INC.
March 2007 - August 2007 · 5 mos
UBS Financial Services INC.Broker
May 2006 - August 2007 · 1 yr 3 mos
State Registrations2 states
NJPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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