Judah-Ben
Ernst

Planmember Securities Corporation

CRD#5446732
Investment Advisor
in Winter Springs, FL

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About this Advisor

Judah-Ben Ernst is a financial advisor working in Winter Springs, Florida, with 15 years of relevant experience. Ernst is an advisor for Planmember Securities Corporation. Ernst has gained experience at Planmember Securities Corporation, Ernst & Associates Inc, Bencor, Inc, U S Employees Benefits Service Group, LLC, Blue House Financial and Dave Anders And Associates. Ernst maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Planmember Securities Corporation is an advisory firm headquartered in Carpinteria, CA. The investment advisory business has offices in 350 locations and a total of 459 financial advisors. It controls $8 billion in total assets between its 67,968 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 14 charitable organizations. Of its 67,968 accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets. Planmember Securities Corporation has a number of services, including 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. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees billed by Planmember Securities Corporation most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

15 years

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

1052 Willa Springs Drive
Winter Springs, FL 32708

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$7,530,125,901

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

459

FL Average: 43
Total Number of Accounts

67,968

FL Average: 3,727
Average Account Size

$110,789

FL 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

Judah-Ben Ernst Work History

Judah-Ben has been registered as a financial advisor for 15 years.*

2015 - Present (9 years)

U S Employees Benefits Service Group, LLC

2009 - Present (15 years)

Bencor, Inc

2008 - Present (16 years)

Planmember Securities Corporation

2008 - Present (16 years)

Ernst & Associates Inc

2015 - 2016 (1 year)

Dave Anders And Associates

2008 - 2016 (8 years)

Blue House Financial

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Judah-Ben Ernst 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

Eric Busto
Farmingville, NY
Lauren Thomas
Horseshoe Bay, TX
Benjamin Parker
Carpinteria, CA
Darin Leong
Mililani, HI
Texanna Stallwitz
Carpinteria, CA
Kyle Smith
Carpinteria, CA
Maxwell Kilstofte
Los Angeles, CA
Michael George
Carpinteria, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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