Aaron J. Perez
Investment adviser representative at Planmember Securities Corporation
10 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
10 years in the industry.
- Planmember Securities CorporationJul 2025 to now
- Agape Planning PartnersJun 2025 to now
- Planmember Scurities CorporationJun 2025 to now
- New York LifeMar 2024 to Jun 2025
- Fresno Unified School DistrictJan 2022 to Mar 2024
- Fowler Unified School DistrictOct 2021 to Mar 2024
- Na-unemployedAug 2021 to Oct 2021
- CsmJun 2021 to Aug 2021
- California Teaching Fellows FoundationJul 2020 to Jun 2021
- San Juaquin Valley CollegeAug 2019 to Apr 2020
- Pacific Dental ImagingFeb 2017 to Aug 2019
- California Teaching Fellows FoundationAug 2016 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
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
- 7448831
- Firm CRD
- 11869