Jacob Alan Mcdonald
Investment adviser representative at Secure Financial Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$399.8MFirm 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 assetsFixed or flat fee
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.
- Wholesalers Insurance Group, LLCMay 2022 to now
- Secure Financial ManagementJun 2020 to now
- Secure Financial ManagmentJan 2020 to now
- St. Andrews United Methodist ChurchJan 2020 to Aug 2022
- Texas A&m UniversityAug 2015 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Secure Financial Management
Legal name: Kirkwood Financial Services LLC
$399.8MAssets managed
584Clients
2Advisers
5 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
- 7254265
- Firm CRD
- 169278