Jeffrey Michael Warren
Investment adviser representative at Secure Retirement Financial & Insurance Services Corp.
14 yearsExperience
1 stateRegistered in
$102MFirm assets
4 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Vanderbilt Securities, LLCFeb 2024 to now
- Secure Retirement Financial & Insurance Services Corp.Oct 2012 to now
- Crown Capital Securities, LPFeb 2013 to Feb 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (CA).
Secure Retirement Financial & Insurance Services Corp.
$102MAssets managed
211Clients
3Advisers
4 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
- 5616071
- Firm CRD
- 132777