Janice Marie Powell
Investment adviser representative at Secure Investment Management, LLC
10 yearsExperience
2 statesRegistered in
$42.9MFirm assets
11 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Affinex Advisors LLCDec 2025 to now
- Affinex Financial LLCSep 2025 to now
- Secure Investment Management, LLCMay 2025 to now
- Secure Income Management LLCMay 2025 to now
- Diversify Wealth ManagementJan 2024 to Mar 2025
- Dfpg Investments, LLCFeb 2023 to Mar 2025
- Diversify Advisory ServicesFeb 2023 to Mar 2025
- Core ComplianceJan 2021 to Feb 2023
- Securities America AdvisorsDec 2018 to Feb 2021
- UnemployedAug 2018 to Nov 2018
- Pagnatokarp Partners, LLCJan 2018 to Jul 2018
- The Index GroupJun 2017 to Jan 2018
- UnemployedNov 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (AZ, UT).
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
- 4519492
- Firm CRD
- 141195