Jared Severin Johnson
Investment adviser representative at Planmember Securities Corporation
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Living TrustifyOct 2021 to now
- Mfg & Insurance Svcs Inc,. dba Lighthouse Capital PlannersJun 2021 to now
- Hcb Management IncSep 2012 to now
- Planmember Securities CorporationJan 2009 to now
- Moffat Financial GroupJun 2021 to Jan 2022
- Mfg & Insurance Services, Inc.Nov 2016 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 4427850
- Firm CRD
- 11869