Jean-Paul Ceballo
Investment Adviser Representative at Primerica Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jean-Paul Ceballo is an investment adviser representative with Primerica Advisors in Port Charlotte, FL, where they have been registered since 2026. They have worked in the securities industry since 2023 and have been registered with 9 firms, including LPL Financial LLC and Charles Schwab & Co., Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
2 states and territories
Florida, Georgia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Primerica Financial ServicesNov 2025 – no end date reportedPort Charlotte, FL
- PFS Investments Inc.Jun 2026 – no end date reportedPort Charlotte, FL
- Quantic School of Business & TechnologyAug 2025 – no end date reportedWashington, DC
- Merrill Lynch, Pierce, Fenner & Smith Inc.Oct 2019 – Oct 2021Punta Gorda, FL
- Venice Toyota/HondaJan 2016 – Sep 2019Venice, FL
- Wells Fargo Bank, NAMar 2022 – Jun 2022Punta Gorda, FL
- Princeton UniversityApr 2015 – Nov 2017Princeton, NJ
- Walgreens Inc.Nov 2021 – Nov 2023Port Charlotte, FL
- Trifound Advisory, LLCJun 2023 – Sep 2023Fort Myers, FL
- Prudential FinancialOct 2023 – Nov 2023Sarasota, FL
- Equitable Advisors, LLCMar 2024 – Jul 2024Fort Myers, FL
- Farther Finance AdvisorsJul 2024 – Aug 2024Port Charlotte, FL
- Charles Schwab & Co., Inc.Dec 2024 – Mar 2025Sarasota, FL
- Quantic School of Business & TechnologySep 2022 – Nov 2024Washington, DC
- Suncoast Credit UnionApr 2025 – Aug 2025Port Charlotte, FL
- LPL Financial LLCApr 2025 – Aug 2025Port Charlotte, FL
Official records & sources
Data as of August 10, 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
Client types the firm serves
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 profileOther advisors at Primerica Advisors
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jean-Paul Ceballo 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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