Jeffrey Paskwietz, financial advisor Irvington NY
93 score

Jeffrey Paskwietz

CRD Number: 2012755
Current Firm: Planmember Securities Corporation

Jeffrey Paskwietz (CRD# 2012755) is an Investment Advisor Representative working at Planmember Securities Corporation in Irvington, NY and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Team Advisors San Juan Capistrano, CA Oct 2014 - Current 2
Planmember Securities Corporation Carpinteria, CA Feb 2011 - Current 5
Aflac San Marcos, CA Jul 2010 - Feb 2011 < 1
Planmember Securities Corporation Carpinteria, CA Dec 2009 - Jul 2010 < 1
Self Employed San Marcos, CA Apr 2009 - Nov 2009 < 1
Irm Distributors, Inc. Carpinteria, CA Dec 1996 - Apr 2009 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1996
S65 NASAA Investment Advisors Law Examination Feb 2013
Contact Info for Jeffrey J. Paskwietz
Phone Number: 805-684-1199
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    2,638
    MILLIONS
  • Total Number of Accounts
    49,000
    ACCOUNTS
  • Average Account Value
    $53,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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