Jon Lewis Bowles

Secure Investment Management, LLC

27 Years of Experience

3 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning

Secure Investment Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

825 clients

Average Client Portfolio

$46K average

Assets Under Management

$38.3M

Fee Structure

Minimum Investment:$25K

Location

3067 W. Ina Road, #125, Tucson, AZ, 85741

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 2017

Settled

Customer Dispute

February 2009

Denied

Customer Dispute

July 2005

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jon is a part-owner and U.S. Operations Lead for Sports Financial Literacy Academy, spending a few hours per week on this unpaid role. He is also the President/Owner of JLB Financial, Inc., an independent life insurance agency, dedicating about a quarter of his time to this.

Employment History

Current Registrations

Secure Investment Management, LLC

September 2023 - Present · 2 yrs 5 mos

Previous Registrations

LPL Financial LLC

December 2021 - August 2023 · 1 yr 8 mos

LPL Financial LLCBroker

December 2021 - August 2023 · 1 yr 8 mos

Securities America Advisors, INC.

July 2019 - December 2021 · 2 yrs 5 mos

Securities America, INC.Broker

July 2019 - December 2021 · 2 yrs 5 mos

Fsc Securities Corporation

February 2013 - August 2019 · 6 yrs 6 mos

Fsc Securities CorporationBroker

January 2013 - August 2019 · 6 yrs 7 mos

Sagepoint Financial, INC.

June 2012 - January 2013 · 7 mos

Sagepoint Financial, INC.Broker

June 2012 - January 2013 · 7 mos

Summit Financial Group INC

November 2009 - June 2012 · 2 yrs 7 mos

Summit Brokerage Services, INC.Broker

November 2009 - June 2012 · 2 yrs 7 mos

Citigroup Global Markets INC.Broker

May 2007 - December 2009 · 2 yrs 7 mos

Citigroup Global Markets INC.

May 2007 - December 2009 · 2 yrs 7 mos

Citicorp Investment Services

March 2003 - May 2007 · 4 yrs 2 mos

Citicorp Investment ServicesBroker

March 2003 - May 2007 · 4 yrs 2 mos

Morgan Stanley

February 1999 - March 2003 · 4 yrs 1 mo

Morgan Stanley Dw INC.Broker

August 1998 - March 2003 · 4 yrs 7 mos

Prudential Securities IncorporatedBroker

May 1998 - July 1998 · 2 mos

Interfirst Capital CorporationBroker

February 1998 - April 1998 · 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.