Douglas Boyd Jarman

Douglas B. Jarman

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CRD#: 722205
Douglas Boyd Jarman

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Douglas Boyd Jarman, CFP® was a registered financial professional .

Douglas is a previously registered financial professional and started their career in finance in 1981. Douglas had worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

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"?
No

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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®

Experience


Past

November 15, 2005 - December 26, 2025

FINANCIAL PLANNING CONSULTANTS

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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

Red Flags


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Company Information


FINANCIAL PLANNING CONSULTANTS

CRD#: 137502

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Contact information


(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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