Jill Ann Lowther
Investment adviser representative at Secure Asset Management, L.L.C.
18 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
18 years in the industry.
- Aurora Securities, Inc.Feb 2025 to now
- Secure Financial Group Aka Secure Investors GroupFeb 2025 to now
- Secure Asset Management, L.L.C.Jan 2025 to now
- Corecap InvestmentsJun 2018 to Feb 2025
- UnemployedJul 2008 to Jan 2020
- Primerica Financial ServicesJul 2008 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2020
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
- 5571876
- Firm CRD
- 144046