Jennifer Zaat-Wright
Jennifer Zaat-Wright is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Huntington Beach, CA, with 35 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
20422 Beach Blvd., Suite 410, Huntington Beach, CA, 92648
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jennifer works as a Financial Consultant for Fourth Point Wealth, focusing on securities and insurance sales, dedicating nearly full-time hours. She also sells non-variable life insurance and is involved with Dutch Girl, Inc, a banking and tax entity, and The Christian Science Association, each taking about 10-20% of her time, and acts as a conservator for her son, spending a few hours per week.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Capital Planning Group, LLC
United Planners' Financial Services of America a Limited PartnerBroker
New England Securities Corporation
New England SecuritiesBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
John Hancock Funds, LLCBroker
John Hancock Advisers, LLC
Sovereign Asset Management Corporation
Vista Fund Distributors, INC.Broker
Ing Funds Distributor, INC.Broker
Security Distributors, INC.Broker
Di Vall Real Estate Securities CorporationBroker
Mony Securities CORP.Broker
Western Capital Financial GroupBroker
Stephens INC.Broker
American Funds Distributors, INC.Broker
State Registrations8 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.