Jason
Purvis
Secure Investment Management, LLC
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About this Advisor
Jason Purvis is a financial advisor based in Oak Hills, California, working with Secure Investment Management, LLC. Jason has previously held positions at American United Life, Oneamerica Securities, Premier Insurance Agency (Aka Purvis Insurance Agency), Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Pruco Securities, LLC, Prudential Insurance Company Of America, and Secure Investment Management. Jason has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Jason is part of Secure Investment Management, LLC, which operates out of Oak Hills, California. 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
Jason Purvis Work History
Secure Investment Management
Pruco Securities, LLC
Prudential Insurance Company Of America
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
American United Life
Oneamerica Securities
Premier Insurance Agency (Aka Purvis Insurance Agency)
Disclosures
Please visit the SEC profile of Jason Purvis 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
Tucson, AZ
Oak Hills, CA
Tucson, AZ
Tucson, AZ
Santa Barbara, CA
Tucson, AZ
Tucson, AZ
Tucson, AZ
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