Jared Johnson
Jared Johnson is a registered investment advisor at Planmember Securities Corporation, based in Carpinteria, CA, with 23 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
6187 Carpinteria Avenue, Carpinteria, CA, 93013
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
November 2008Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Jared is an officer at HCB Management Inc., selling fixed & index annuities, life insurance, long term care, financial planning, and disability insurance, dedicating about half his time. He is also president/agent at MFG & Insurance Services Inc. dba Lighthouse Capital Planners, providing advisor services, investments, and sales/services of securities and insurance, spending about a quarter of his time there.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Brecek & Young Advisors, INC.Broker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations13 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.