Jean-Paul Ceballo
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (3)
- Series 7TOSIESeries 66
- Registered states (2)
- Florida · Georgia
- Years in the industry (source record)
- 3
- 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 (16)
From the source registration record · current first
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start not retrieved → present
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start not retrieved → present
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Lpl Financial LLCPort Charlotte, FL · IA capacityApr 2, 2025 → Aug 20, 2025
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Lpl Financial LLCPort Charlotte, FL · BC capacityApr 1, 2025 → Aug 20, 2025
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Charles Schwab & Co., Inc.Sarasota, FL · BC capacityJan 30, 2025 → Mar 10, 2025
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Charles Schwab & Co., Inc.Sarasota, FL · IA capacityJan 17, 2025 → Mar 10, 2025
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FartherPort Charlotte, FL · IA capacityJul 22, 2024 → Aug 19, 2024
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Equitable Advisors, LLCFort Myers, FL · BC capacityApr 4, 2024 → Jul 24, 2024
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Equitable Advisors, LLCFort Myers, FL · IA capacityMar 28, 2024 → Jul 24, 2024
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Prudential Financial Planning ServicesSarasota, FL · IA capacityNov 15, 2023 → Nov 21, 2023
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Pruco Securities, LLC.Sarasota, FL · BC capacityOct 20, 2023 → Nov 21, 2023
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Trifound Advisory LLCFort Myers, FL · IA capacityJul 19, 2023 → Sep 29, 2023
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Wells Fargo Clearing Services, LLCPunta Gorda, FL · IA capacityApr 1, 2022 → Jun 22, 2022
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Wells Fargo Clearing Services, LLCPunta Gorda, FL · BC capacityMar 31, 2022 → Jun 22, 2022
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Merrill Lynch, Pierce, Fenner & Smith IncorporatedPunta Gorda, FL · IA capacityFeb 28, 2020 → Oct 15, 2021
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Merrill Lynch, Pierce, Fenner & Smith IncorporatedPunta Gorda, FL · BC capacityFeb 3, 2020 → Oct 15, 2021
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.