JM
JM

Jarin Murray

18 Years of Experience
Logan, UT
Broker

Jarin Murray is a registered investment advisor at Primerica Advisors, based in Logan, UT, with 18 years of industry experience. Jarin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 54,384 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3793 advisors
Number of Clients
54,384 clients
Average Client Portfolio
$205K average
Assets Under Management
$11.2B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.24%
$250K - $500K2.21%
$500K - $1.0M2.02%
$1.0M - $3.0M1.88%
$3.0M - $5.0M1.70%
$5.0M - $10.0M1.55%
$10.0M - $15.0M1.45%
$15.0M - $25.0M1.20%
$25M+1.10%

The advisory fee component of the annual wrap fee is negotiable. As an accommodation to clients seeking temporarily to reduce exposure to market volatility, you are permitted to allocate your Program Account entirely to cash. Program Accounts allocated to cash are subject to a reduced annual wrap fee of 0.10%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

550 N Main St, Ste 218-A, Logan, UT, 84321

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jarin sells investment-related products for companies affiliated with PFS Investments Inc. He also receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc., and owns Inspire and Create Gifts and works as a Draw Inspector for NW Monitoring.

Employment History
Current Registrations
Primerica Advisors
October 2011 - Present · 14 yrs 7 mos
PFS Investments INC.Broker
May 2007 - Present · 19 yrs
State Registrations3 states
AZIDUT
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.