Jared Loyd Keating
Investment adviser representative at Secure Investment Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Secure Investment Management, LLCMar 2023 to now
- UnemployedJan 2023 to Mar 2023
- Hecker Pew, PllcJun 2022 to Dec 2022
- Doug Newborn Law Firm, PllcJun 2020 to Jun 2022
- Law SchoolAug 2017 to May 2020
- Edward JonesSep 2012 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
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
- 4122385
- Firm CRD
- 141195