Andrew Jaramillo, financial advisor Victorville CA

Andrew Jaramillo

CRD Number: 257486
Current Firm: Planmember Securities Corporation

Andrew Jaramillo (CRD# 257486) is an Investment Advisor Representative working at Planmember Securities Corporation in Victorville, CA and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Planmember Securities Corporation Carpinteria, CA Jan 2013 - Current 11
Andrew J. Jaramillo Insurance & Financial Services Victorville, CA Mar 1964 - Current 60
Andrew J Jaramillo Clu & Associates Inc. Victorville, CA Mar 1964 - Current 60
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2001
S65 NASAA Investment Advisors Law Examination Feb 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Andrew J. Jaramillo
Phone Number: 805-684-1199
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    8,276
    MILLIONS
  • Total Number of Accounts
    69,347
    ACCOUNTS
  • Average Account Value
    $119,336
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, WY

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