Jeremy Benjamin Goldstein
Investment adviser representative at Secure Asset Management, L.L.C.
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$870.6MFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Aurora SecuritiesNov 2018 to now
- Secure Asset Management, L.L.C.Nov 2018 to now
- Foresters EquityJun 2015 to Nov 2018
- FescoMar 2015 to Nov 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (MI).
Secure Asset Management, L.L.C.
$870.6MAssets managed
2,877Clients
55Advisers
8 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
- 2268498
- Firm CRD
- 144046