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JK
CFP
JK
CFP

Jared Loyd Keating

Secure Investment Management, LLC
7 Years of Experience
View SEC Summary
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
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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Employment History
Current Registrations
Secure Investment Management, LLC
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Edward Jones
November 2012 - August 2017 · 4 yrs 9 mos
Edward JonesBroker
October 2012 - August 2017 · 4 yrs 10 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.