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Jacob Nash

Planmember Securities Corporation
38 Years of Experience
Pleasant Grove, UT
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jacob Nash is a registered investment advisor at Planmember Securities Corporation, based in Pleasant Grove, UT, with 38 years of industry experience. Jacob is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69,645 clients with $10B in assets under management.

Planmember Securities Corporation
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
445 advisors
Number of Clients
69,645 clients
Average Client Portfolio
$145K average
Assets Under Management
$10.1B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.25%
$500K - $1.0M0.20%
$1M+0.10%

Maximum annual fee rate is 2.00% across programs; tiered schedule applies to accounts established on or after January 1, 2026. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Pleasant Grove, UT

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2003
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jacob is an insurance agent selling fixed annuities and life insurance through Nash Retirement Planning since 1985, dedicating about a third of his time. He also works as a consultant for Nash College Planning Strategies, providing college preparation services, which takes nearly full-time hours.

Employment History
Current Registrations
Planmember Securities Corporation
July 2001 - Present · 25 yrs 3 mos
Planmember Securities CorporationBroker
August 1998 - Present · 28 yrs 2 mos
Previous Registrations
Washington Square Securities, INC.Broker
October 1995 - October 1996 · 1 yr
Titan/value Equities Group, INC.Broker
July 1985 - October 1993 · 8 yrs 3 mos
Pacific Annuity Marketing Company Insurance ServicesBroker
May 1985 - June 1985 · 1 mo
Prudential-Bache Securities INC.Broker
May 1984 - January 1985 · 8 mos
Financial Planners Equity CorporationBroker
December 1983 - June 1984 · 6 mos
State Registrations6 states
ARCACONVUTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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