Kristen Lynn Jones
Investment Adviser Representative at Primerica Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kristen Lynn Jones is an investment adviser representative with Primerica Advisors in Elkhart, IN, where they have been registered since 2024, the year they entered the securities industry. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Indiana.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana
- Broker:
1 state or territory
Indiana
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 2021 – no end date reportedElkhart, IN
- PFS Investments Inc.Nov 2023 – no end date reportedElkhart, IN
- TriZetto Provider SolutionsNov 2021 – Feb 2022Earth City, MO
- August MackNov 2021 – Feb 2022Indianapolis, IN
- Indiana State UniversityAug 2017 – Aug 2021Terre Haute, IN
- Lindbergh High SchoolAug 2013 – Aug 2017Saint Louis, MO
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
Showing 12 of 3,904 in the directory
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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. Kristen Lynn Jones 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.
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