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CARPINTERIA, Calif.–(BUSINESS WIRE)–Brian Holland, director of Forrest T. Jones (FTJ) Retirement Advisors in Kansas City, is pleased to announce its affiliation with PlanMember Securities Corporation. As a new PlanMember Financial Center, FTJ Retirement Advisors will expand retirement and investment planning and financial education opportunities for investors, including educators and employees of nonprofit organizations and associations, in Kansas City and other cities in Missouri.

PlanMember, with more than $11 billion in assets, specializes in the 403(b), 457(b) and 401(k) marketplace. By partnering with PlanMember as a Financial Center, established independent advisors, such as FTJ Retirement Advisors, can tap the support resources and preferred market access of a national company while maintaining their own local identity. To date, PlanMember has established nearly 40 successful Financial Centers in 20 states, with a goal of expanding to 80 nationally.

Forrest T. Jones is a family-owned enterprise with more than 300 employees that provides insurance and financial planning programs to more than 80 national associations and several hundred employee groups. With more than 1.5 million members and relationships with 30 leading insurance companies, FTJ Retirement Advisors is looking forward to joining the PlanMember family.

“Affiliating with PlanMember as a Financial Center is really a next step toward providing educators, non-profit organizations, associations, individuals and families with complete holistic retirement planning services,” said Holland. “We strive to provide education and guidance to all our clients, enabling them to make informed financial planning decisions that are right for their own unique situations.”

“The affiliation with FTJ Retirement Advisors supports PlanMember’s plans for expanding its Financial Center business model across the country,” said Jon Ziehl, founder and CEO of PlanMember, “and we’re looking forward to a successful long-term relationship.”

PlanMember is a nationally recognized broker/dealer, investment advisor and member of FINRA/SIPC, providing retirement planning to the public education and nonprofit sectors for over three decades. PlanMember delivers personalized retirement planning services and a broad selection of investment and annuity solutions. The company is headquartered in Carpinteria, California.


Steven Sullivan (410) 435-4719 [email protected]