Jeffrey Redfield Bonynge
Investment adviser representative at Secure Asset Management, L.L.C.
15 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
15 years in the industry.
- Secure Asset Management, L.L.C.Feb 2026 to now
- Aurora Securities, Inc.Feb 2026 to now
- Alt Fund Distributors LLCMar 2021 to Jan 2026
- Managed Asset PortfoliosApr 2019 to Jan 2026
- Edward JonesOct 2018 to Mar 2019
- The Rivera CafeSep 2011 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 7024213
- Firm CRD
- 144046