PlanMember
Prior to joining PlanMember Financial Corporation in 1998, Terry Janeway served as COO and CFO for First Chicago NBD’s Pegasus Funds mutual fund family. Terry Janeway previously served as COO and CFO for First Chicago NBD Investment Services, Inc., a fully disclosed broker/dealer with 225,000 client accounts, and prior to that as Chief Administrative Officer of First Chicago Investment Advisors. Terry Janeway began his career with Arthur Andersen & Co., and worked as a senior manager in both the financial services consulting practice and the financial services audit practice. He is a past chairman of the Financial Services Institute’s Operations and Technology Council and has been a frequent speaker at FSI industry meetings. Terry Janeway earned his Bachelor of Science degree in accounting from the University of Illinois and his Masters of Management Science degree from the Kellogg Graduate School of Management at Northwestern University. He is a certified public accountant and holds his series 7, 24, 63, 27 and 53 securities licenses.
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PlanMember
PlanMember Financial Corporation’s wholly owned subsidiary, PlanMember Securities Corporation, is a Top 40 Broker Dealer and top 300 RIA with 8 Billion in assets under management. The Company has 40 Financial Centers in 38 states and over 500 advisors. The firm’s offices and operations are based in Carpinteria, CA.