Joel Vanis Gritten

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

• 03/1987 → Present
  Echo
  P Anaheim, CA
• 10/1989 → Present
  Applied Financial Concepts
  El Toro, CA
• 08/1990 → Present
  Royal Alliance
  New York, NY
• 02/1994 → Present
  Irm Distributors, Inc.
  Carpinteria, CA
• 10/2003 → Present
  Trader Joe'S
  Yorba Linda, CA
• 01/1984 → Present
  Joel Gritten (Dba Jgritten Financial
  Yorba Linda, CA

Other Businesses

1)JOEL GRITTEN; P.O.BOX 2047 YORBA LINDA CA. 92665-1247; JGRITTEN FINANCIAL (DBA) START DATE: 1/1/1984; AGENT;FIXED INSURANCE PRODUCTS;NUM OF HRS/MTH DEVOTED TO THIS BUS:10 NUM OF HRS/MTH DEVOTED TO THIS BUS DURING TRADING HRS:0;IR 2) TRADER JOE'S, 19655 YORBA LINDA BLVD YORBA LINDA, CA 9288; SINCE 10/03 ;GROCERY STORE, NON-INVESTMENT, SINCE 10/03;NUM OF HRS/MTH DEVOTED TO THIS BUS:10 NUM OF HRS/ ;MTH DEVOTED TO THIS BUS DURING TRADING HRS:0 NON-INVESTMENT

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-04-26

Designations

• Certified Financial Planner