Jonah R Grierson
Investment adviser representative at Planmember Securities Corporation
12 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
12 years in the industry.
- Planmember Securities CorporationJun 2025 to now
- Merrill Lynch Wealth ManagementJan 2025 to Jun 2025
- Westmont CollegeAug 2024 to May 2025
- Westmont CollegeAug 2023 to May 2024
- NikeJun 2023 to Aug 2023
- Westmont CollegeAug 2022 to May 2023
- NikeJun 2022 to Aug 2022
- Westmont CollegeAug 2021 to May 2022
- Stanwood High SchoolSep 2017 to Jun 2021
- Port Susan Middle SchoolSep 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7948102
- Firm CRD
- 11869