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Jon Ziehl

President at Planmember Securities

Broker registration; no current adviser registrationSEC record checked 17 October 2026

0
Past adviser firms
4
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Jon Ziehl is President of Planmember Securities Corporation, a Carpinteria investment adviser managing $10.1B. Jon Ziehl has a current broker registration and no current investment-adviser registration and has passed the Series 7, Series 26, SIE and Series 6TO.

Role at Planmember Securities

Title on Schedule A
President
Control
Jon Ziehl is a control person of Planmember Securities.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jon Ziehl has held the filed role since September 1984.

The firm

Planmember Securities Corporation
Carpinteria, CA

Form ADV filed 17 September 2026

$10.1B AUM69,645 clients425 advisers26 offices

Career on record

Firms and exams, newest first
  1. Passed Series 6TO · 2023
  2. Passed SIE · 2018
  3. Passed Series 26 · 1986
  4. Passed Series 7 · 1980

Registrations and exams

Broker registration; no current adviser registration. Jon Ziehl has passed 4 qualifying exams.

Examinations

Series 2628 August 1986
Name
Investment Company Products/Variable Contracts Principal Examination
Series 6TO2 January 2023
Name
Investment Company Products/Variable Contracts Representative Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 719 April 1980
Name
General Securities Representative Examination

Individual record

Full name
Jon Michael Ziehl
CRD
707642
Firm
Planmember Securities Corporation
Registration status
Broker registration; no current adviser registration
Firm bio
planmember.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

PlanMember identifies Jon Ziehl as its founder and says he started the company to improve retirement services and investment choices for educators. PlanMember official About PlanMember page

Common questions

Where does Jon Ziehl work?

Jon Ziehl has been President of Planmember Securities Corporation since September 1984, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 17 September 2026

Does Jon Ziehl have a current investment-adviser registration?

Jon Ziehl has a current broker registration and no current investment-adviser registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Jon Ziehl passed?

Jon Ziehl has passed 4 licensing exams: the Series 7, Series 26, SIE and Series 6TO. The earliest, the Series 7, was passed in April 1980.

Source: IAPD individual record, checked 17 October 2026

Leadership at Planmember Securities

Sources

  1. IAPD individual record, CRD 707642. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Planmember Securities Corporation, filed 17 September 2026. Title, control and ownership bands.
  3. Planmember Securities team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jon Ziehl or Planmember Securities Corporation and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.