Josiah Gillson Sherk
Investment adviser representative at Secure Asset Management, L.L.C.
13 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
13 years in the industry.
- Secure Asset Management, L.L.C.Jul 2024 to now
- Aurora SecuritiesJul 2024 to now
- Secure Financial GroupJul 2024 to now
- Bofa Securities, IncJul 2021 to Jun 2024
- UnemployedApr 2021 to Jul 2021
- Bofa Securities, IncJun 2020 to Aug 2020
- Mercantile Bank of MichiganJun 2019 to Aug 2019
- University of MichiganSep 2017 to Apr 2021
- UnemployedMay 2017 to Sep 2017
- Forest Hills Eastern High SchoolSep 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
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
- 7261018
- Firm CRD
- 144046