Jason Swiatlowski
Jason Swiatlowski is a registered investment advisor at Planmember Securities Corporation, based in Grandville, MI, 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
3121 Macatawa Dr. SW, Grandville, MI, 49418
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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
Jason works as an agent for Williams & Co, selling securities and insurance, which is a full-time commitment. He also presents educational seminars for the Michigan Association of Retired School Personnel, dedicating minimal time, and owns Jallens Corp, a banking entity, which requires minimal time.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Gwn Securities INC.Broker
Legend Advisory Corporation
Legend Equities CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 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.