Scott
Jacobs
Planmember Securities Corporation
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About this Advisor
Scott Jacobs is a financial advisor working out of Jacksonville, Florida who has 10 years of industry experience. Jacobs is an employee of Planmember Securities Corporation. Their career trajectory has included roles at Veritrust Financial, Pension Management, Planmember Securities Corporation, Investment Management Group, Pablo Beach Mortgage, Benefits Management, LLC, Florida Wealth Managers, Jtb Tax LLC and First Florida Financial. Jacobs maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Planmember Securities Corporation is a business that has its headquarters in Carpinteria, CA. The firm has offices in 350 locations and a total of 459 employees. It handles $8 billion in assets among its 67,968 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 14 charities and foundations. Of its 67,968 customer accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Planmember Securities Corporation offers a broad assortment of services, such as 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 are based on which service is offered. Fees charged by Planmember Securities Corporation likely consist of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$7,530,125,901
459
67,968
$110,789
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
Scott Jacobs Work History
Scott has been registered as a financial advisor for 10 years.*
Benefits Management, LLC
Florida Wealth Managers
Planmember Securities Corporation
First Florida Financial
Jtb Tax LLC
Pablo Beach Mortgage
Veritrust Financial
Investment Management Group
Pension Management
*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 Scott Jacobs 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
Carpinteria, CA
Carpinteria, CA
Irvington, NY
Carpinteria, CA
Agoura Hills, CA
Farmingville, NY
Horseshoe Bay, TX
Mililani, HI
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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