Jacob Nash
Jacob Nash is a registered investment advisor at Planmember Securities Corporation, based in Pleasant Grove, UT, with 38 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
Pleasant Grove, UT
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2003Other 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
Planmember Securities CorporationBroker
Previous Registrations
Washington Square Securities, INC.Broker
Titan/value Equities Group, INC.Broker
Pacific Annuity Marketing Company Insurance ServicesBroker
Prudential-Bache Securities INC.Broker
Financial Planners Equity CorporationBroker
State Registrations6 states
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.