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Bradley Jay Easom

Investment adviser representative at Planmember Securities Corporation
10 yearsExperience
1 stateRegistered in
$10.1BFirm assets
35 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Planmember Securities CorporationOct 2013 to now
  2. Jay Easom, LLCOct 2013 to now
  3. City of Dunnellon Police and Fire Pension BoardFeb 2007 to now
  4. Dunnellon Self StorageJan 2015 to Jul 2017
  5. EverbankOct 2013 to Dec 2024

Exams passed

  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 1 state (FL).

Planmember Securities Corporation

$10.1BAssets managed
69,645Clients
424Advisers
35 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3077764
Firm CRD
11869
Advisor's SEC record (opens in a new tab)
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