Victorville, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Planmember Securities Corporation
Enterprise
Firm-wide stats for Planmember Securities Corporation
About
PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm also delivers education and support services to plan sponsors and participants, including a service center, seminars, personalized retirement planning, and separation counseling.
PlanMember’s investment process is built on a top-down strategic asset allocation framework and the management of unitized, risk‑based mutual‑fund portfolios that range from conservative to aggressive. Portfolio decisions rely on an economic framework, portfolio strategy development, mutual fund selection and monitoring, and periodic rebalancing driven by defined Strategic Rebalancing Events.
The firm is a dual registrant—registered as both a broker‑dealer and an investment adviser—and its associated representatives are licensed to sell securities and insurance products, which the brochure notes constitutes a significant portion of their business activity. While PlanMember states it does not take custody of plan assets and relies on third‑party custodians for fee processing, it is affiliated with a transfer‑agent/recordkeeping company and has disclosed prior regulatory settlements (including SEC action related to mutual fund share‑class selection), features that distinguish it from many enterprise peers.
Based on Planmember Securities Corporation
Expertise
Based on Planmember Securities Corporation
Location
15428 Civic Drive, Suite 200
Victorville CA 92392
Advisors at this office
2
Advisors at this office
Reed M
Series 63
Victorville, CA
Planmember Securities Corporation
Reed Montgomery is a financial advisor at PlanMember Securities Corporation with 26 years of industry experience. He holds a Series 63 designation and has worked with firms including Highmark Administration and Consulting, Ca Tax Team, and his own Montgomery Financial & Insurance Services, which he owns. Montgomery also provides tax preparation services through Ca Tax Team. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation framework to manage risk-based mutual fund portfolios and provides education and support services for plan sponsors and participants.
Joseph J
Series 63, Series 65
Victorville, CA
Planmember Securities Corporation
Joseph Jaramillo is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at PlanMember Securities Corporation and operated Jaramillo Financial & Insurance Services, where he serves as Vice President and financial advisor. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering investment options through asset allocation portfolios. The firm uses a strategic asset allocation approach with risk-based mutual fund portfolios and supports plan sponsors and participants through education and personalized planning.
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