Jason Kent Spencer
Investment adviser representative at Secure Asset Management, L.L.C.
13 yearsExperience
1 stateRegistered in
$870.6MFirm assets
8 yearsFirm in business
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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
13 years in the industry.
- Secure Asset Management, L.L.C.Oct 2023 to now
- Independent Financial PartnersMar 2016 to now
- Brighton Wealth ManagementJul 2013 to now
- LPL Financial LLCJul 2013 to Oct 2023
Exams passed
- Series 66 · Uniform Combined State Law2010
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
- 2949290
- Firm CRD
- 144046