Jaclyn Stone (CRD# 6315729) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 2 years of experience in the finance industry.
CRD# 5646552
Greyfox Investors LLC
Score
103
CRD# 6377908
Montecito Investment Strategies
Score
100
CRD# 1987375
Haven Capital Group
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planmember Securities Corporation | Carpinteria, CA | Mar 2015 - Current | 2 |
| Bank Of America, N.a. | Westlake Village, CA | Sep 2014 - Feb 2015 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake, CA | Mar 2014 - Feb 2015 | < 1 |
| Wells Fargo Bank N.a | Oxnard, CA | Aug 2010 - Mar 2014 | 3 |
| Unemployed | Oxnard, CA | Jul 2010 - Aug 2010 | < 1 |
| Enterprise Rent A Car | Oxnard, CA | May 2009 - Jul 2010 | 1 |
| Unemployed | Oxnard, CA | Feb 2009 - May 2009 | < 1 |
| Zms Marketing | Raleigh, NC | Sep 2008 - Feb 2009 | < 1 |
| University At Buffalo | Buffalo, NY | Aug 2004 - Sep 2008 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- CA
-
Total Assets Under Management2,638MILLIONS
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Total Number of Accounts49,000ACCOUNTS
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Average Account Value$53,828
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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