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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

JONELLE CAROLINE MCEACHERN

Advisor at PRIMERICA ADVISORS

UNION, NJ

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Search this name across graphsid dfx:ria:9926eba8-7a7d-3efa-05e1-453466c2ced9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 26, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PRIMERICA ADVISORS
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 2, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Nov 2, 2006
First registration: Mar 26, 2007
Dual registered: yes, broker-dealer
Other names: JONELLE C MCEACHERN|JONELLE CAROLINE THOMAS|JONELLE C THOMAS|Jonelle McEachern|JONELLE THOMAS
IAPD individual key: 4672109

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PRIMERICA ADVISORS	National bd RIA	Aug 13, 2021	n/a	yes	UNION, NJ	Current employment
PRIMERICA ADVISORS	National bd RIA	Dec 14, 2016	Feb 11, 2020	no	UNION, NJ	Previous registration
LINCOLN INVESTMENT	Independent wealth	Aug 23, 2011	Dec 17, 2014	no	MARLTON, NJ	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Sep 25, 2008	Sep 12, 2011	no	EGG HARBOR, NJ\|CRANFORD, NJ	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Dec 13, 2007	Mar 6, 2008	no	CONSHOHOCKEN, PA	Previous registration
AMERIPRISE ADVISOR SERVICES, INC.	n/a	Jul 31, 2007	Sep 19, 2007	no	MOUNT LAUREL, NJ	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Mar 26, 2007	Aug 23, 2007	no	NORTHFIELD, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LINCOLN INVESTMENT	PRIMERICA ADVISORS	Dec 17, 2014	Dec 14, 2016	728	Firm change after gap	Other
MSI FINANCIAL SERVICES, INC.	LINCOLN INVESTMENT	Sep 12, 2011	Aug 23, 2011	-20	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	MSI FINANCIAL SERVICES, INC.	Mar 6, 2008	Sep 25, 2008	203	Firm change	Other
AMERIPRISE ADVISOR SERVICES, INC.	AMERIPRISE FINANCIAL SERVICES, LLC	Sep 19, 2007	Dec 13, 2007	85	Firm change	Other
UBS FINANCIAL SERVICES INC.	AMERIPRISE ADVISOR SERVICES, INC.	Aug 23, 2007	Jul 31, 2007	-23	Firm change	Other

Relationships

Registered with (6)

→ PRIMERICA ADVISORSRegistered adviserregistration: previous registration
Dec 14, 2016 to Feb 11, 2020factForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: previous registration
Aug 23, 2011 to Dec 17, 2014factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Sep 25, 2008 to Sep 12, 2011factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Dec 13, 2007 to Mar 6, 2008factForm ADV
→ AMERIPRISE ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Jul 31, 2007 to Sep 19, 2007factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Mar 26, 2007 to Aug 23, 2007factForm ADV

Dated events

No dated event names this entity yet.