| Advisor Profile |
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Disclosure Link:
WiserAdvisor provides referr...
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| Disclaimer |
| Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Florida Wealth Managers and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Florida Wealth Managers or this representative. |
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About PlanMember Securities |
I am an Investment Advisor Representative and my partner, John Jacobs, is a CERTIFIED FINANCIAL PLANNER TM. Together, we manage the Jacobs Group of Florida Wealth Managers. Florida Wealth Managers specializes both in helping individuals who are looking to save and invest for a well planned retirement, as well as individuals who have already retired and are now taking income from their retirement accounts.
Our firm has experience in a range of areas, from complex life insurance and annuity contracts, to security based portfolios that are managed on a fee-based platform. Our job is to educate clients on the vast array of options they have, and then help them find the solution that best fits their particular situation.
We look forward to meeting you! Please call today to set up a meeting at our office or yours. We are conveniently located at the intersection of JTB(202) and I-95 in the First Atlantic Bank Building. |
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General Information |
| Years of Experience in Financial Services: |
8
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| States Licensed in: |
FL, Broker-Dealer in All States
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| Number of Years with Current Firm: |
7
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| Name of Broker/Dealer: |
PlanMember Securities
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| States Willing to do Business in: |
Atlantic Beach,Bryceville,Fernandina Beach,Green Cove Springs,Jacksonville,Jacksonville Beach,Middleburg,Neptune Beach,Orange Park,Penney Farms,Ponte Vedra Beach,Saint Augustine,Saint Johns
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Qualifications & Memberships |
| Securities Licenses: |
Series 65
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| Insurance and Annuity Licenses: |
Long Term Care, Annuity
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Compensation and Fees |
| Additional Details on Charges: |
Fees vary from commission-based to fee-based depending on the individual's financial situation.
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| Compensation Methods: |
Based on Assets, Commissions
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