Christopher Brennan Janeway

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2008 → Present
  Planmember Financial Group
  Santa Barbara, CA
• 04/2018 → Present
  Fourth Point Llc Dba Fourth Point Wealth
  Newport Beach, CA
• 07/2003 → Present
  Katie's Fund
  Santa Barbara, CA

Other Businesses

1) FIXED INSURANCE PRODUCTS 1600 STATE STREET SANTA BARBARA, CA 93101;;5/2011 AGENT/COMMISSION;3 HRS/MO; 2.5/TRADING; IR 2) Fourth Point LLC DBA Fourth Point Wealth; 4100 Newport Place Dr., Suite 160, Newport Beach CA 92660; Owner/President/Financial Advisor; Sale and Service of Securities and Insurance Products; Start Date 4/15/2018; 160 hrs/mo; 120 hrs/mo during trading; IR 3)Katie's Fund; 4501 Cathedral Oaks Rd Santa Barbara CA 93111; Co-Founder; Charitable fund sponsoring social and recreational activities for teens with developmental disabilities; Start dte 7/1/2003; 1 hr/mo; 1 hr/mo during trading; NIR

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-12
• S63 Uniform Securities Agent State Law Examination
  2008-05-17

Other Names

• Christopher Brennan Janeaky