Juan Manuel Salinas

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

• 05/2022 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 04/2022 → Present
  Elite Plus Financial & Retirement Services
  Corpus Christi, TX
• 08/2005 → 05/2020
  Corpus Christi Independent School District
  Corpus Christi, TX
• 06/2020 → 04/2022
  Elite Plus Financial & Retirement Services
  Corpus Christi, TX

Other Businesses

1) Elite Plus Financial & Retirement Services-4444 Corona Dr, Suite 242, Corpus Christi, TX 78411; Investment related; Investment services-advisory & insurance product sales & svcs; Investment Advisor Representative Start date 4/2022; 160 hrs/mnth & during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-19

Other Names

• Juan M. Salinas