James Bryan Garner

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

• 06/2008 → 08/2019
  Aflac
  San Francisco, CA
• 09/2010 → 08/2022
  California Administrative Insurance Services
  Jackson, CA
• 01/2013 → 01/2020
  Cambridge Investment Research, Inc
  Fairfield, IA
• 01/2013 → 01/2020
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 01/2020 → 01/2022
  Mml Investors Services, Llc
  Foster City, CA
• 01/2020 → 01/2022
  Massmutual Life Insurance
  Foster City, CA
• 06/2014 → Present
  Edgewater Insurance Solutions Llc (Dba Edgewater Group Advisors)
  Pacifica, CA
• 08/2022 → 01/2023
  Fidelity Investments
  San Francisco, CA
• 11/2024 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 02/2022 → Present
  California Law Enforcement Association (Clea)
  Jackson, CA
• 02/2022 → Present
  National Peace Officers And Fire Fighters Benefit Association
  Jackson, CA
• 02/2022 → Present
  California Association Of Professional Firefighters (Capf)
  Jackson, CA

Previous Registrations

• 2022-10-14 → 2023-02-02
  Fidelity Personal And Workplace Advisors
  San Francisco, CA
• 2020-02-10 → 2022-01-04
  Mml Investors Services, Llc
  Walnut Creek, CA
  Pleasanton, CA
  Redwood City, CA
• 2013-01-02 → 2020-01-24
  Cambridge Investment Research Advisors, Inc.
  Daly City, CA
• 2012-07-27 → 2013-01-04
  Mml Investors Services, Llc
  San Francisco, CA

Other Businesses

1) Edgewater Insurance Solutions LLC-11 Humboldt Ct., Pacifica, CA 94044; Investment related; Securites & Insurance (fixed) sales & svcs; Owner/CEO; Start date 6/2014; 1o0 hrs/mnth; 80 hrs/mnth during trading. 2) California Law Enforcement Association-255 Scottsville Blvd., Jackson, CA 95642; Noninvestment related; Sales & service of a long-term disability plan through benefit association; Field Service Manager; Start date 2/2022; 10 hrs/mnth; 5 hrs/mnth during trading. 3) National Peace Officers and Fire Fighters Benefit Association (NPFBA)-255 Scottsville Blvd., Jackson, CA 95642; Noninvestment related; Sales & service of a long-term disability plan through benefit association; Field Service Manager; Start date 2/2022; 10 hrs/mnth; 5 hrs/mnth during trading. 4) California Association of Professional Firefighters (CAPF)-255 Scottsville Blvd., Jackson, CA 95642; Noninvestment related; Sales & service of a long-term disability plan through benefit association; Field Service Manager; Start date 2/2022; 10 hrs/mnth; 5 hrs/mnth during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-06-30
• S63 Uniform Securities Agent State Law Examination
  2010-11-29