Jason Ledsworth
Jason Ledsworth is a registered investment advisor at Planmember Securities Corporation, based in Corpus Christi, TX, with 13 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
4444 Corona Dr., Ste. 242, Corpus Christi, TX, 78411
Get directionsHistory
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
Jason works as an agent for Elite Plus Financial & Retirement Services, focusing on financial and insurance sales, dedicating full-time hours. He is also self-employed, selling life insurance, which takes about 35-50 hours per month.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
State Registrations5 states
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