Jake Dai

compliance analyst at PlanMember Financial Corporation - Carpinteria, California, US

Jake Dai's Colleagues at PlanMember Financial Corporation
Kathleen Simas

Digital Marketing Coordinator

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Candice Leung

Digital Marketing Coordinator

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Hien Huynh

Financial Coach & Investment Advisor, TEAM ADVISORS GROUP

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Dulce Escamilla

financial services support

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Ashley Gagne

Financial Advisor, CFP

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Jake Dai's Contact Details
HQ
(805) 684-1199
Location
Company
PlanMember Financial Corporation
Jake Dai's Company Details
PlanMember Financial Corporation logo, PlanMember Financial Corporation contact details

PlanMember Financial Corporation

Carpinteria, California, US • 205 Employees
Financial Services

Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500 representatives and over 42 regionally-based Financial Centers located across the country. Specializing in creating and servicing retirement plan solutions for nonprofit and for-profit employers and their employees, and for associations, unions, membership groups and their members, PlanMember offers a broad range of investment choices. We deliver unparalleled support and service in our commitment to help meet the retirement needs of individual investors and groups. An innovator of asset allocation portfolios comprised of mutual funds, PlanMember developed the PlanMember Services Program, a fully integrated retirement planning, investment and annuity solution to help individuals plan, save for and achieve a financially secure retirement. On the employer side, the PlanMember 403(b) & 457(b) Savings Program offers a unique and exclusive turnkey retirement plan solution that delivers service, investment options and compliance expertise to employer groups. Opportunities exist for financial professionals to join PlanMember as a PlanMember Financial Center, affiliated PlanMember Financial Center advisor or individual advisor while remaining independent. Our distribution partners across the country enjoy PlanMember's commitment to sales training, business development and integrated marketing as well as administrative, compliance and technology support through our distinct Partnership for Success Program. Contact PlanMember at (800) 874-6910. PlanMember Financial Corporation provides broker/dealer, investment advisory and administrative services through its operating subsidiaries. Representatives are registered with and securities and advisory services are offered through PlanMember Securities Corporation, a registered Broker/Dealer, investment advisor and member FINRA/SIPC.

Retirement Planning Mutual Funds Broker Investment Advisory Services
Details about PlanMember Financial Corporation
Frequently Asked Questions about Jake Dai
Jake Dai currently works for PlanMember Financial Corporation.
Jake Dai's role at PlanMember Financial Corporation is compliance analyst.
Jake Dai's email address is ***@planmember.com. To view Jake Dai's full email address, please signup to ConnectPlex.
Jake Dai works in the Financial Services industry.
Jake Dai's colleagues at PlanMember Financial Corporation are Kathleen Simas, Candice Leung, Matthew Warter, Hien Huynh, Dulce Escamilla, Marina Armbruster, Ashley Gagne and others.
Jake Dai's phone number is (805) 684-1199
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