Jared
Ford
Planmember Securities Corporation
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About this Advisor
Jared Ford is a financial advisor based in Elkridge, Maryland with 5 years of relevant experience. Ford is an advisor for Planmember Securities Corporation. During their career, the advisor has held roles at Planmember Securities Corporation, Paladin Advisor Group, Securities Usa, Manhattan Market, Key Advisors, Stone Wall Tavern, Ruby Tuesday, Fedex Ground Service and N Stuff Music. Ford maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Maryland. Planmember Securities Corporation is a financial advisory firm operating out of Carpinteria, CA. The investment advisory business has offices in 350 locations and a total of 459 employees. It manages $8 billion in total assets across its 67,968 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 14 charities and foundations. Of its 67,968 client accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in investable assets. Planmember Securities Corporation provides 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 for financial management usually are based on the type of financial services. However, fees charged by Planmember Securities Corporation most likely are comprised 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
Jared Ford Work History
Jared has been registered as a financial advisor for 5 years.*
Planmember Securities Corporation
Paladin Advisor Group
Securities Usa
Manhattan Market
Key Advisors
Fedex Ground Service
Stone Wall Tavern
Ruby Tuesday
N Stuff Music
*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 Jared Ford 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
Los Angeles, CA
Carpinteria, CA
Carpinteria, CA
Irvington, NY
Carpinteria, CA
Carpinteria, CA
Horseshoe Bay, TX
Agoura Hills, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
