Jared
Kettler

Planmember Securities Corporation

CRD#5489726
Investment Advisor
in Anchorage, AK

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About this Advisor

Jared Kettler is a financial advisor based in Anchorage, Alaska, working with Planmember Securities Corporation. Jared has previously held positions at Accusource/Stp Investment Services, Ashley Kettler, Od, LLC Dba Summit Eye Care, Veritas Wealth Management, and Planmember Securities Corporation. Jared has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Alaska and Texas. Currently, Jared is part of Planmember Securities Corporation, which operates out of Anchorage, Alaska. The firm has 350 offices and 427 employees. The firm manages assets totaling $8.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Planmember Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2665 E Tudor Rd., Suite 202
Anchorage, AK 99507

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$8,275,617,707

AK Average: $7,578,581,321
Total Number of Employees

427

AK Average: 43
Total Number of Accounts

69,347

AK Average: 3,727
Average Account Size

$119,336

AK Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jared Kettler Work History

2021 - Present (3 years)

Veritas Wealth Management

2021 - Present (3 years)

Planmember Securities Corporation

2020 - Present (4 years)

Ashley Kettler, Od, LLC Dba Summit Eye Care

2021 - 2021 (< 1 year)

Veritas Wealth Management

2009 - 2021 (12 years)

Accusource/Stp Investment Services

Disclosures

Please visit the SEC profile of Jared Kettler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Planmember Securities Corporation

Jacob Baker
Carpinteria, CA
Ricky Leonard
Oviedo, FL
Michael Britton
Carpinteria, CA
Jaime Perez
Carpinteria, CA
Matthew Kimberly
Akron, OH
Steven Duplain
Carpinteria, CA
James Hughes
Carpinteria, CA
Douglas Stevens
Grandville, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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