Jamison Richard Banna
Investment adviser representative at Planmember Securities Corporation
24 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
24 years in the industry.
- Compass Group Insurance & InvestmentsJan 2026 to now
- Planmember Securities CorporationSep 2025 to now
- Glacier Wealth Management, Inc.Aug 2020 to now
- Cape Securities, Inc & Cape Investment AdvisoryOct 2020 to Sep 2025
- Kms Financial Services, IncNov 2009 to Oct 2020
- J.R. Banna & Associates, Inc/banna Financial Advisors, IncJan 2002 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (MT, 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
- 5409034
- Firm CRD
- 11869