Jacob David Lifshin

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2001-07-31

CA RA
APPROVED

Since 2001-07-31

Branch Locations

Los Alamitos, CA • United States

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Planmember Securities Corporation	Carpinteria	CA	08/1989	Present

08/1989 → Present

Planmember Securities Corporation

Carpinteria, CA

Other Businesses

1)JL CONSULTING; 3012 ACECA DR., LOS ALAMITOS, CA 90720; OWNER/ENROLLED AGENT/Registered representative; TAX PREPARATION and securities sales and services; START DATE 1989; 20-90 HRS/MONTH DEVOTED TO BUS; 4-6 HRS/MONTH DURING TRADING HOURS; INVESTMENT RELATED.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1991-04-05

S63 Uniform Securities Agent State Law Examination

1991-04-05

Other Names

Jack Lifshin

View on SEC IAPD