John Boyd Whitledge

CRD 2717062 · Primerica Advisors · Greenacres, FL

IA RegisteredBroker

Also appears in the source record as: John Whiteledge

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 50Series 2Series 7Series 65Series 63
Registered states (3): California · Florida · Michigan
Years in the industry (source record): 27
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Primerica Advisors
Firm CRD: 10111
SEC number: 801-72263
Assets under management: $15.5B as of Mar 20, 2026
Website: www.youtube.com/user/primerica ↗
Phone: 833-786-0550
Firm location: Duluth, GA, 30099-0001

Employment history (12)

From the source registration record · current first

Pfs Investments Inc.Current
Greenacres, FL · BC capacity

start not retrieved → present
Pfs Investments Inc.Current
Greenacres, FL · IA capacity

start not retrieved → present
Primerica AdvisorsCurrent
Greenacres, FL · IA capacity

start not retrieved → present
Oppenheimer & Co. Inc.
Boca Raton, FL · IA capacity

Jan 10, 2017 → Nov 2, 2018
Oppenheimer & Co. Inc.
Boca Raton, FL · BC capacity

Jan 6, 2017 → Nov 2, 2018
Managed Account Services, LLC
Boca Raton, FL · BC capacity

May 8, 2010 → Nov 17, 2016
Independent Portfolio Consultants, Inc.
Boca Raton, FL · IA capacity

Nov 13, 2002 → Nov 16, 2016
Jesup & Lamont Securities Corp
Boca Raton, FL · BC capacity

Mar 28, 2006 → May 12, 2010
Advest, Inc.
Hartford, CT · BC capacity

Mar 17, 1999 → Mar 6, 2006
Advest, Inc.
Boca Raton, FL · IA capacity

Mar 19, 2003 → Jan 14, 2004
Fiserv Investor Services, Inc.
Houston, TX · BC capacity

Jul 14, 1997 → Apr 16, 1998
T. I. Investments, Inc.
Dearborn, MI · BC capacity

Jun 5, 1996 → Jun 4, 1997

Source & corrections

Where this page comes from

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