Jared
Keating
Secure Investment Management, LLC
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About this Advisor
Jared Keating is a financial advisor based in Tucson, Arizona, working with Secure Investment Management, LLC. Jared has previously held positions at Edward Jones, Law School, Doug Newborn Law Firm, Pllc, Hecker Pew, Pllc, and Secure Investment Management, LLC. Jared has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Jared is part of Secure Investment Management, LLC, which operates out of Tucson, Arizona. The firm has 12 employees and manages assets totaling $32.4 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Secure Investment Management, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Secure Investment Management, LLC Brokerage Details
$32,406,000
12
614
$52,779
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Jared Keating Work History
Secure Investment Management, LLC
Hecker Pew, Pllc
Doug Newborn Law Firm, Pllc
Law School
Edward Jones
Disclosures
Please visit the SEC profile of Jared Keating to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Secure Investment Management, LLC
Oak Hills, CA
Tucson, AZ
Tucson, AZ
Tucson, AZ
Santa Barbara, CA
Tucson, AZ
Tucson, AZ
Tucson, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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