Jennifer Lenore Chase

CRD 2938116 · Primerica Advisors · Richmond Hill, NY

IA RegisteredBroker

Also appears in the source record as: Jennifer Chasesmall; Jennifer L Chase; Jennifer Chase; Jennifer Lenore Chase-Small

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 65Series 63
Registered states (3): California · New Jersey · New York
Years in the industry (source record): 26
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 (6)

From the source registration record · current first

Primerica AdvisorsCurrent
Richmond Hill, NY · IA capacity

start not retrieved → present
Pfs Investments Inc.Current
Richmond Hill, NY · BC capacity

start not retrieved → present
Lord, Abbett & Co. LLC
Jamaica, NY · IA capacity

Apr 20, 2006 → Dec 2, 2015
Lord Abbett Distributor LLC
Jersey City, NJ · BC capacity

Mar 15, 2006 → Dec 2, 2015
Oppenheimerfunds Distributor, Inc.
New York, NY · BC capacity

Mar 25, 1998 → Jul 18, 2003
Scotia Capital Markets (USA) Inc.
New York, NY · BC capacity

Nov 21, 1997 → Mar 4, 1998

Source & corrections

Where this page comes from

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