JA
JA

Joseph Michael Alcon

18 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning
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
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Joseph volunteers for Our Lady of Soledad Catholic Church, Assembly 3494, and Knights of Columbus Council 3847, dedicating time to teaching, providing technical assistance, record keeping, and fundraising. Joseph is also an agent for Fixed Insurance, providing guidance on life insurance and annuity products a few hours per week.

Employment History
Current Registrations
Secure Investment Management, LLC
April 2025 - Present · 10 mos
Previous Registrations
Keystone Private Wealth
May 2023 - May 2025 · 2 yrs
Purshe Kaplan Sterling InvestmentsBroker
December 2022 - May 2025 · 2 yrs 5 mos
Fidelity Personal and Workplace Advisors
July 2018 - August 2020 · 2 yrs 1 mo
Fidelity Brokerage Services LLCBroker
December 2006 - August 2020 · 13 yrs 8 mos
A. G. Edwards & Sons, INC.
April 2005 - November 2006 · 1 yr 7 mos
A. G. Edwards & Sons, INC.Broker
April 2005 - November 2006 · 1 yr 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Joseph Michael Alcon - Financial Advisor | TrueAdvisor