Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Brian Nash is a financial advisor with Planmember Securities Corp. in Pleasant Grove, UT. Jacob Brian Nash has been in the industry since 1983. Jacob Brian Nash has passed the Series 63, Series 24, SIE and Series 7 exams. Jacob Brian Nash is currently registered with FINRA and the state of California. Jacob Brian Nash previously worked for Washington Square Securities, Inc., Titan/Value Equities Group, Inc., Pacific Annuity Marketing Company Insurance Services, Prudential-Bache Securities Inc. and Financial Planners Equity Corporation. Jacob Brian Nash offers investment supervisory services, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Jacob Brian Nash's other businesses include Nash Retirement Planning and Nash College Planning Strategies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Provides investment supervisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
UT
07/31/2001 - Present
Planmember Securities Corp. (Pleasant Grove UT)
CT
10/27/1995 - 10/25/1996
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
07/11/1985 - 10/30/1993
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
05/16/1985 - 06/24/1985
PACIFIC ANNUITY MARKETING COMPANY INSURANCE SERVICES
NA
05/29/1984 - 01/21/1985
PRUDENTIAL-BACHE SECURITIES INC.
NA
12/21/1983 - 06/19/1984
FINANCIAL PLANNERS EQUITY CORPORATION
BC
Issued 09/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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