JF
JF

Jared Ford

8 Years of Experience
Elkridge, MD
BrokerSells Insurance

Jared Ford is a registered investment advisor at Planmember Securities Corporation, based in Elkridge, MD, with 8 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
433 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8178 Lark Brown Rd., Ste. 201, Elkridge, MD, 21075

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jared works as a representative at Paladin Advisor Group, focusing on securities and insurance sales and services since 2017. This activity takes nearly all of Jared's time and occurs during trading hours.

Employment History
Current Registrations
Planmember Securities Corporation
September 2018 - Present · 7 yrs 8 mos
Planmember Securities CorporationBroker
August 2017 - Present · 8 yrs 9 mos
State Registrations4 states
GAMDPAWV
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.
Jared Ford - Financial Advisor | TrueAdvisor