Mireya Jimenez
Financial advisor at Planmember Securities Corporation · Fort Worth, TX
Last updated 2026-10-10
Claim your profileMireya Jimenez is a financial advisor at Planmember Securities Corporation in Fort Worth, TX, CRD 7362191. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2025-04-03.
Registration
- CRD number
- 7362191
- Registration status
- Active
- IAPD registration
- 2025-04-03
- Industry Experience
- 1 year
- Work Experience
- 12 years
- States registered
- TX
Licenses and exams
- Series 65
- Series 63
Work history
- 2014-01 to 2021-03 · NA - Unemployed · Nochistlan
- 2022-01 to 2022-12 · Valerie Webber Insurance Agency · Fort Worth, TX
- 2021-04 to 2024-03 · Penwell Treta Wealth Management · Fort Worth, TX
- 2024-03 to 2025-08 · Penwell Treta Wealth Management · Fort Worth, TX
- 2024-03 to 2025-08 · Planmember Securities Corporation · Carpinteria, CA
- 2023-04 to 2025-07 · Stephanie Horst Cpa PC · Fort Worth, TX
- 2023-04 to Present · Mireya Jimenez (self Employed) · Burleson, TX
- 2025-08 to Present · Penwell Treta Wealth Management · Fort Worth, TX
- 2025-08 to Present · Planmember Securities Corporation · Carpinteria, CA
Current employment
- Planmember Securities Corporation · Carpinteria, CA
Planmember Securities Corporation
- Regulatory AUM
- $10,120,552,229
- Registered advisors
- 441
- Offices
- 255
- Clients per advisor
- 157.9 (High)
- Average AUM per client
- $145.3K (Low)
- High-net-worth client ratio
- 1.3% (Low)
Planmember Securities Corporation: advisors, services and reported ETF investments
About
Mireya Jimenez is a financial advisor at Planmember Securities Corporation in Fort Worth, TX. Reported securities licenses include Series 65 and Series 63. The latest record indicates 1 year of industry experience and 12 years of reported work history. Reported roles include Penwell Treta Wealth Management, Mireya Jimenez (self Employed), Stephanie Horst Cpa PC, Valerie Webber Insurance Agency, among others.
SEC disclosures list additional business and community activities: 1) Penwell Treta Wealth Management- 4200 S: Hulen st; , ste.
Planmember Securities Corporation's firm-level Form ADV reports 441 advisors across 255 offices; approximately 157.9 clients per advisor, average assets per client of $145,316, and regulatory AUM of $10.1B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by Planmember Securities Corporation on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Other Investment Adviser (Incl. Financial
Location
4200 S. Hulen St., Suite 533, Fort Worth, TX 76109
2 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 805-684-1199
- Website: planmember.com
Official record
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