Jacob
Nash

Planmember Securities Corporation

CRD#1164326
Investment Advisor
in Pleasant Grove, UT

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About this Advisor

Jacob Nash is a financial advisor working in Pleasant Grove, Utah, with a total of 45 years of financial industry experience. Nash currently works for Planmember Securities Corporation. Their career trajectory has included roles at Western National, Apartment Owner-Manager-Self, Nash & Associates, John Alden Life, United Presidential Life, Northern Life, Life Usa and Irm Distributors, Inc. Nash maintains a Series 63 license, qualifying them as a securities representative, and is registered to operate in California. Planmember Securities Corporation is a business that has its headquarters in Pleasant Grove, Utah. The investment advisory business has offices in 307 locations and a total of 263 advisors. It manages $5 billion in assets under management between its 76,392 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. 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. Financial management fees depend on which service is provided. However, fees billed by Planmember Securities Corporation likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years of Experience

45 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

Disclosures

Yes

Office Location

Pleasant Grove, UT

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$5,268,387,403

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

263

UT Average: 43
Total Number of Accounts

76,392

UT Average: 3,727
Average Account Size

$68,965

UT Average: $2,033,427

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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

Jacob Nash Work History

Jacob has 45 years of experience.

1998 - Present (22 years)

Irm Distributors, Inc

1990 - Present (30 years)

Life Usa

1989 - Present (31 years)

United Presidential Life

1989 - Present (31 years)

Northern Life

1988 - Present (32 years)

Western National

1986 - Present (34 years)

John Alden Life

1985 - Present (35 years)

Nash & Associates

1975 - Present (45 years)

Apartment Owner-Manager-Self

Disclosures

Jacob Nash has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Planmember Securities Corporation

Gavin Jensen
Chandler, AZ
Stephen Raymond
Irvington, NY
Kelly Davis
Carpinteria, CA
Jeffrey Paskwietz
San Juan Capistrano, CA
James Patton
Oviedo, FL
James Hughes
Carpinteria, CA
Salleh Beitollahi
Calabasas, CA
Randall Patrick
Ventura, CA

This content was compiled from the SEC and FINRA.

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