John Timothy Keefe
Investment adviser representative at Secure Investment Management, LLC
17 yearsExperience
1 stateRegistered in
CFADesignation
$42.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Portfolio Solutions LLCMay 2025 to now
- Secure Investment Management, LLCOct 2022 to now
- Secure Income Management LLCOct 2022 to now
- Brookstone Capital ManagementMay 2020 to Oct 2022
- Jd Mellberg Financial / AmerilifeAug 2019 to Aug 2022
- Secure Investment Management, LLCAug 2019 to Aug 2022
- Bay Tree Capital Management, Inc.Oct 2009 to Aug 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Secure Investment Management, LLC
$42.9MAssets managed
942Clients
22Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2199780
- Firm CRD
- 141195