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Douglas Boyd Jarman

Douglas B. Jarman

FINANCIAL PLANNING CONSULTANTS
San Diego, CA 92108-4344
Some features on this profile are disabled
CRD#: 722205
Douglas Boyd Jarman

Professional summary

Douglas Boyd Jarman, CFP® is a registered financial advisor currently at FINANCIAL PLANNING CONSULTANTS located in San Diego, California.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Douglas has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Retirement Income Management
Small Business Planning
Tax Planning
Retirement Planning
Insurance Planning
What is your minimum asset requirement?
100K
How do you get paid?
Commission and Fee
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 7/25/1997 - NON-VARIABLE INSURANCE - DOUGLAS B. JARMAN - 10% OF TIME - SAN DIEGO, CA. 2. 11/7/2003 - NON-VARIABLE INSURANCE - INSURANCE - SAN DIEGO, CA. 3. 2/1/2006 - REGISTERED INVESTMENT ADVISOR - FINANCIAL PLANNING CONSULTANTS - HOURLY OR FIXED FEES FOR FINANCIAL PLANNING. - TIME SPENT 10% - SAN DIEGO, CA. 4. 8/28/2013 - DBA ONLY - FINANCIAL PLANNING COUNSELORS, INC. DBA FINANCIAL PLANNING CONSULTANTS - SAN DIEGO, CA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Boyd Jarman's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1982

Experience

Current

November 15, 2005 - Present

FINANCIAL PLANNING CONSULTANTS

Office #1: 1450 Frazee Road Suite 308, San Diego, CA 92108-4344
RIA
CRD#: 137502
San Diego, CA
Past

December 31, 1997 - June 14, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN DIEGO, CA
Past

June 9, 1981 - June 14, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA
Past

January 19, 1981 - June 21, 1982

EQUITEC SECURITIES COMPANY

BD
CRD#: 6463

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(11/15/2005)

Exams

State Security Law Exam
RR
Series 63
Date: 2/25/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/17/1981
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/14/1995
General Securities Principal Examination

Current Firm

FP
FINANCIAL PLANNING CONSULTANTS
FINANCIAL PLANNING CONSULTANTS | FINANCIAL PLANNING COUNSELORS, INC

CRD#: 137502 / SEC#:

California
Registered Investment Advisory firm - (4/18/1977 Approved)
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Contact information

Main Address
1450 Frazee Road Suite 308, San Diego, CA 92108-4344
Mailing Address
Phone number
(619) 291-7974
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FINANCIAL PLANNING CONSULTANTS

CRD#: 137502San Diego, CA 92108-4344

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Contact information

(xxx) xxx-xxxx
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