Jacob Brian Nash

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:

Current Employers

Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2001-07-31

CA RA
APPROVED

Since 2001-07-31

Branch Locations

Pleasant Grove, UT • United States

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Apartment Owner-Manager-Self	Provo	UT	04/1975	Present
Nash & Associates	Irvine	CA	06/1985	Present
John Alden Life	Torrance	CA	07/1986	Present
Western National	Amarillo	TX	07/1988	Present
United Presidential Life	Kokomo	IN	02/1989	Present
Northern Life	Seattle	WA	04/1989	Present
Life Usa	Minneapolis	MN	07/1990	Present
Irm Distributors, Inc.	Carpinteria	CA	07/1998	Present

04/1975 → Present

Apartment Owner-Manager-Self

Provo, UT
06/1985 → Present

Nash & Associates

Irvine, CA
07/1986 → Present

John Alden Life

Torrance, CA
07/1988 → Present

Western National

Amarillo, TX
02/1989 → Present

United Presidential Life

Kokomo, IN
04/1989 → Present

Northern Life

Seattle, WA
07/1990 → Present

Life Usa

Minneapolis, MN
07/1998 → Present

Irm Distributors, Inc.

Carpinteria, CA

Other Businesses

1)NASH RETIREMENT PLANNING; 2088 North Crestwood Blvd, Pleasant Grove, Utah 84062; START DATE 1985; INSURANCE AGENT SELLING FIXED ANNUITIES AND LIFE INSURANCE; $100,000 APPROXIMATE ANNUAL COMPENSATION; 60 VARIES HOURS/MONTH; 60 VARIES HOURS/MONTH DURING TRADING; IR. 2) NASH COLLEGE PLANNING STRATEGIES; CONSULTANT; 2088 North Crestwood Blvd, Pleasant Grove, Utah 84062 ;START 04/2012;COLLEGE PREPARATION SERVICE; 120 HOURS/MONTH; 120 HOURS/MONTH DURING TRADING; NIR;

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1983-09-19

S63 Uniform Securities Agent State Law Examination

1983-09-19

Other Names

J Brian Nash
Brian Nash

View on SEC IAPD