AdFi
EJ

Edward Jason Kitchell

Investment Adviser Representative at Primerica Advisors

Clifton Park, NYCRD #4197530Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Edward Jason Kitchell is an investment adviser representative with Primerica Advisors in Clifton Park, NY, where they have been registered since 2000, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 63 (state securities agent), Series 6 (investment company and variable products), and Series 26 (investment company and variable products principal). They are registered to provide investment advice in New York and Texas.

Office

258 Ushers Rd, Ste 202
Clifton Park, NY 12065

Advisors at this office: 10

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New York, Texas
Broker:
22 states and territories

Arizona, Arkansas, Connecticut, Florida, Georgia, Louisiana, Massachusetts, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/25/2000
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/16/2000
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 4/14/2003

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Primerica AdvisorsCurrent
3/22/2019 – Clifton Park, NY
PFS Investments Inc.Current
12/18/2000 – Saratoga Springs, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Primerica Financial Services
    Feb 2000 – no end date reportedClifton Park, NY
  2. PFS Investments Inc.
    May 2000 – no end date reportedClifton Park, NY
  3. Kitchell & Associates,inc
    Jun 2015 – no end date reportedBallston Lake, NY

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Primerica Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$25,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3,904
Offices listed on AdvisorFinder:
26
Main office:
Duluth, GA
SEC file number:
801-72263

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 8, 2026

View full firm profile

Other advisors at Primerica Advisors

Showing 12 of 3,904 in the directory

View Primerica Advisors firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Edward Jason Kitchell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Edward Jason Kitchell (Primerica Advisors) - Advisor Profile