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Jonah R Grierson

Planmember Securities Corporation

Carpinteria, CA

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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-02
  • CA RA
    APPROVED
    Since 2025-12-02

Branch Locations

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Planmember Securities Corporation Carpinteria CA 06/2025 Present
Merrill Lynch Wealth Management Santa Barbara CA 01/2025 06/2025
Westmont College Montecito CA 08/2024 12/2024
Westmont College Montecito CA 01/2025 05/2025
Westmont College Montecito CA 08/2024 05/2025
Westmont College Montecito CA 08/2023 05/2024
Westmont College Montecito CA 08/2023 05/2024
Nike Marysville WA 06/2023 08/2023
Westmont College Montecito CA 01/2023 05/2023
Westmont College Montecito CA 09/2022 12/2022
Westmont College Montecito CA 08/2022 05/2023
Nike Marysville WA 06/2022 08/2022
Westmont College Montecito CA 08/2021 05/2022
Stanwood High School Stanwood WA 09/2017 06/2021
Port Susan Middle School Stanwood WA 09/2014 06/2017
  • 06/2025 → Present
    Planmember Securities Corporation
    Carpinteria, CA
  • 01/2025 → 06/2025
    Merrill Lynch Wealth Management
    Santa Barbara, CA
  • 08/2024 → 12/2024
    Westmont College
    Montecito, CA
  • 01/2025 → 05/2025
    Westmont College
    Montecito, CA
  • 08/2024 → 05/2025
    Westmont College
    Montecito, CA
  • 08/2023 → 05/2024
    Westmont College
    Montecito, CA
  • 08/2023 → 05/2024
    Westmont College
    Montecito, CA
  • 06/2023 → 08/2023
    Nike
    Marysville, WA
  • 01/2023 → 05/2023
    Westmont College
    Montecito, CA
  • 09/2022 → 12/2022
    Westmont College
    Montecito, CA
  • 08/2022 → 05/2023
    Westmont College
    Montecito, CA
  • 06/2022 → 08/2022
    Nike
    Marysville, WA
  • 08/2021 → 05/2022
    Westmont College
    Montecito, CA
  • 09/2017 → 06/2021
    Stanwood High School
    Stanwood, WA
  • 09/2014 → 06/2017
    Port Susan Middle School
    Stanwood, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-02
  • S65 Uniform Investment Adviser Law Examination
    2025-12-02
Other Names
  • Jonah Reid Grierson

View on SEC IAPD

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Other Offices

PLANMEMBER ASSET MANAGEMENT CORPORATION · CARPINTERIA, CA
PLANMEMBER SECURITIES CORPORATION · Carpinteria, CA
PLANMEMBER SECURITIES CORPORATION · Carpinteria, CA
VANTAGEPOINT CAPITAL PARTNERS · CARPENTERIA, CA
EDWARD JONES · CARPINTERIA, CA
EDWARD JONES · Carpinteria, CA
WAYBURY CAPITAL MANAGEMENT, LLC · CARPINTERIA, CA
LPL FINANCIAL LLC · SUMMERLAND, CA

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