Jonas Woike is a registered investment advisor at Primerica Advisors, based in Ocala, FL, with 2 years of industry experience. Jonas 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.
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 Value | Annual Fee |
|---|---|
| Up to $250K | 1.74% |
| $250K - $500K | 1.71% |
| $500K - $1.0M | 1.52% |
| $1.0M - $3.0M | 1.38% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $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
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Location
2206 SE 3rd Ave, Ste A-1, Ocala, FL, 34471
Get directionsHistory
Regulatory History (1)
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Financial
October 2022Final
Employment History
Current Registrations
Primerica Advisors
July 2025 - Present · 1 yr 3 mos
PFS Investments INC.Broker
April 2024 - Present · 2 yrs 6 mos
State Registrations1 state
FL
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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