Jakob Katchem
Investment adviser representative at Planmember Securities Corporation
12 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
12 years in the industry.
- United Financial NwAug 2023 to now
- Planmember Securities CorporationJul 2022 to now
- OsaicAug 2024 to Aug 2024
- Cal State University - Channel IslandsAug 2020 to Jul 2022
- Dr. Chett MallettOct 2018 to Aug 2020
- Self-employedAug 2017 to Oct 2018
- Cal State University - Channel IslandsAug 2012 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (OR, 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
- 7597499
- Firm CRD
- 11869