Jamin Kirkwood
Jamin Kirkwood is a CFP-designated registered investment advisor at Secure Financial Management, based in San Antonio, TX, with 19 years of industry experience. Jamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 503 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 2.00% |
Fees are negotiable when assets are more than $1,000,000 and based on the range of services provided when assets are $1,000,000 and below.
Fee Estimator
Location
4630 De Zavala Rd, San Antonio, TX, 78249
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jamin is an insurance agent appointed with various insurance companies. He spends about 10-20% of his time on insurance-related activities.
Employment History
Current Registrations
Secure Financial Management
Previous Registrations
Rfg Advisory Group, LLC
Kirkwood Financial Services, LLC
LPL Financial LLC
Eagle Strategies LLC
USAA Financial Planning Services
USAA Investment Management Company
USAA Financial Planning Services
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.