TrueAdvisor
TrueAdvisor
NJ
NJ

Ned Jacobson

Planmember Securities Corporation
18 Years of Experience
Bellevue, WA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Ned Jacobson is a registered investment advisor at Planmember Securities Corporation, based in Bellevue, WA, with 18 years of industry experience. Ned 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
—
View Full SEC Brochure

Location

Bellevue, WA

Get directions

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.
Criminal
April 2025
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Ned is a partner and team member at United Financial NW, LLC, focusing on securities and insurance sales, dedicating full-time hours to this role. He is also a partner at N3 Financial Group, used for corporate banking and tax advantages, and receives residual commissions from prior telecommunications sales, while also teaching private trombone lessons.

Employment History
Current Registrations
Planmember Securities Corporation
August 2023 - Present · 3 yrs 2 mos
Planmember Securities CorporationBroker
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Allstate Financial Advisors, LLC
May 2012 - August 2023 · 11 yrs 3 mos
Allstate Financial Services, LLCBroker
October 2011 - August 2023 · 11 yrs 10 mos
Thrivent Investment Management INC.
December 2006 - December 2009 · 3 yrs
Thrivent Investment Management INC.Broker
December 2006 - December 2009 · 3 yrs
Thrivent Investment Management INC.Broker
March 2004 - April 2004 · 1 mo
State Registrations3 states
NDORWA
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.
More Advisors
More financial advisors in Bellevue, WA →All financial advisors in Washington →