James Gentle Krell

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration

Active

Investment adviser registration

Inactive

Exams passed (7)

Series 6TOSeries 7TOSeries 7Series 24Series 66Series 65Series 63

Registered states

Not yet retrieved from the source record

Years in the industry (source record)

16

Professional designations

Not yet retrieved from the source record

Disclosures

Copied from the official record

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 (25)

From the source registration record · current first

• Pfs Investments Inc.Current

  Mansfield, TX · BC capacity
  start not retrieved → present
• State Farm Vp Management Corp.

  Bloomington, IL · BC capacity
  Apr 5, 2023 → Feb 22, 2024
• Wells Fargo Clearing Services, LLC

  Madison, AL · IA capacity
  Sep 1, 2021 → Oct 25, 2022
• Wells Fargo Clearing Services, LLC

  Madison, AL · BC capacity
  Sep 1, 2021 → Oct 25, 2022
• Allstate Financial Advisors, LLC

  Springville, AL · IA capacity
  Feb 23, 2021 → Apr 23, 2021
• Allstate Financial Services, LLC

  Springville, AL · BC capacity
  Jan 26, 2021 → Apr 23, 2021
• Thrivent Investment Management Inc.

  Cullman, AL · IA capacity
  Oct 23, 2014 → Aug 24, 2015
• Thrivent Investment Management Inc.

  Cullman, AL · BC capacity
  Oct 21, 2014 → Aug 24, 2015
• Merrill Lynch, Pierce, Fenner & Smith Incorporated

  Huntsville, AL · IA capacity
  Jul 30, 2012 → Nov 6, 2012
• Merrill Lynch, Pierce, Fenner & Smith Incorporated

  Huntsville, AL · BC capacity
  May 25, 2012 → Nov 6, 2012
• Sagepoint Financial, Inc.

  Birmingham, AL · IA capacity
  Aug 26, 2011 → Dec 23, 2011
• Sagepoint Financial, Inc.

  Birmingham, AL · BC capacity
  Aug 8, 2011 → Dec 23, 2011
• Bb&t Investment Services, Inc.

  Asheville, AL · BC capacity
  Dec 15, 2009 → Jul 6, 2011
• Bb&t Investment Services, Inc.

  Asheville, AL · IA capacity
  Dec 8, 2009 → Jul 6, 2011
• Investment Advisors

  Birmingham, AL · IA capacity
  Jan 8, 2009 → Jun 12, 2009
• Proequities, Inc.

  Birmingham, AL · BC capacity
  Jan 7, 2009 → Jun 12, 2009
• Td Waterhouse Investor Services, Inc.

  Birmingham, AL · IA capacity
  May 20, 2005 → Mar 29, 2006
• Td Waterhouse Investor Services, Inc.

  Omaha, NE · BC capacity
  May 11, 2005 → Mar 29, 2006
• Merrill Lynch Investment Managers LP

  Boca Raton, FL · IA capacity
  Jan 14, 2002 → Jul 6, 2005
• Banc Of America Investment Services, Inc.

  Ft Lauderdale, FL · IA capacity
  Jul 7, 2003 → May 9, 2005
• Banc Of America Investment Services, Inc.

  Boston, MA · BC capacity
  Jun 27, 2003 → May 9, 2005
• Fam Distributors, Inc.

  New York, NY · BC capacity
  Jun 12, 2000 → Apr 14, 2003
• Bull & Bear Securities, Inc.

  New York, NY · BC capacity
  Feb 3, 1999 → May 1, 2000
• Southern Financial Group, Inc.

  Columbia, SC · BC capacity
  Jun 30, 1998 → Jan 22, 1999
• Prudential Securities Incorporated

  New York, NY · BC capacity
  Mar 12, 1998 → May 7, 1998

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.