Jeffrey P. Lovegren

Employer firm

Superior Planning Wealth Management & Family Office CRD 130711

$350M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2014 → 10/2025
  Planmember Securities Corporation
  Carpinteria, CA
• 10/2025 → 02/2026
  Planmember Securities Corporation
  Carpinteria, CA
• 10/2025 → 02/2026
  Bsa Financial Network & Insurance Svcs Dba Superior Planning
  San Diego, CA
• 02/2026 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 02/2026 → Present
  Bsa Financial Network & Insurance Svcs Dba Superior Planning
  San Diego, CA
• 06/2026 → Present
  Superior Planning, Llc Dba Spwmfo
  San Diego, CA

Other Businesses

1) BSA Financial Network and Insurance Services Inc. dba Superior Planning Financial Solutions-10085 Carroll Canyon Rd., Ste. 150, San Diego, CA 92131; Investment related; Securities sales & svcs; Representative; Start date 2/2026; 160 hrs/mnth & during trading. 2) Superior Planning LLC DBA Superior Planning Wealth Management & Family Office (SPWMFO); 10085 Carroll Canyon Rd, Suite 150, San Diego CA 92131; Financial Advisor/Investment Advisor Representative; Investment Advisor Representative for Registered Investment Advisor; 160 hrs/mo; 120 hrs/mo during trading; IR

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-06
• S63 Uniform Securities Agent State Law Examination
  2015-05-21

Other Names

• Jeffrey Paul Lovegren