Unclaimed
Jared Severin Johnson is a registered representative with Planmember Securities Corp. Jared has been in the securities industry since August 2002 and is licensed in 15 states. Jared has held previous positions with BANC OF AMERICA INVESTMENT SERVICES, INC., BRECEK & YOUNG ADVISORS, INC., WORLD GROUP SECURITIES, INC., and WMA SECURITIES, INC. Jared is a specialist in providing investment advisory services and financial planning, particularly for high-net-worth individuals, pension plans, and charitable organizations. Jared specializes in Fixed & Index Annuities, Life Insurance, Long Term Care, Financial Planning, and Disability Insurance.
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.
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2
CA
11/12/2021 - Present
Planmember Securities Corp. (CARPINTERIA CA)
CA
02/10/2004 - 11/18/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (BONSALL CA)
CA
01/02/2004 - 01/28/2004
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
GA
04/12/2002 - 03/14/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
09/10/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 07/08/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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