Joseph Jaramillo
Joseph Jaramillo is a registered investment advisor at Planmember Securities Corporation, based in Victorville, CA, with 7 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
15428 Civic Drive, Suite 200, Victorville, CA, 92392
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
Joseph is the Vice President and Financial Advisor at Jaramillo Financial and Insurance Services, providing securities and financial planning sales and services. This takes nearly all of Joseph's time, with 60 hours per month dedicated to trading.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations15 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.