Jamison Banna
Jamison Banna is a registered investment advisor at Planmember Securities Corporation, based in Missoula, MT, with 16 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
210 N. Higgins Ave., Suite 200, Missoula, MT, 59802
Get directionsHistory
Regulatory History (2)
Financial
August 2020Customer Dispute
December 2016Other Business Activities
Jamison is a senior wealth manager at Glacier Wealth Management, dedicating about a quarter of his time. He also owns and manages Rocky Mountain Mattress & More, spending minimal time on it, and is an instructor/speaker for the Society for Financial Awareness. Additionally, Jamison is a referral representative for Flourish Cash.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Cape Investment Advisory, INC.
Cape Securities INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
State Registrations16 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.