Advisor at Secure Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Secure Investment Management, LLC
Location
Walnut, CA
Credentials
CFP®, Series 63
Industry experience
3 years
Changxi Ji is a CFP® with three years of industry experience, currently serving as a financial advisor at Secure Investment Management, LLC. Prior to joining Secure Investment Management, Ji worked at Edward Jones and several other financial firms. In addition to advisory work, Ji is an insurance agent affiliated with Secure Income Management, selling fixed insurance and annuities. Secure Investment Management serves individuals, business entities, trusts, and estates, providing investment advisory, portfolio management, and financial planning services to a diverse client base. The firm employs a long-term, quantitative, factor-based approach rooted in modern portfolio theory and utilizes low-cost institutional funds and tax-managed strategies to build globally diversified portfolios.
Based on Secure Investment Management, LLC
Based on Secure Investment Management, LLC
Full financial plan including estate planning and asset map available for $1,300
$0.00 - $100,000.00: 0.35% $100,000.01 - $250,000.00: 0.30% $250,000.01 - $1,000,000.00: 0.20% $1,000,000.01+: 0.10%
$250 per hour with a minimum charge of $1,250 (5-hour minimum) for financial planning services
Account minimum: $25,000 (may be waived at SIM's sole discretion)
Walnut, CA
California
Secure Investment Management LLC
2026 - Present (1 year)
Secure Income Management LLC
2025 - Present (1 year)
Unemployed
2025 - 2025 (1 year)
Edward Jones
2023 - 2025 (2 years)
Globalink Securities, Inc.
2022 - 2023 (1 year)
TransGlobal Advisory, LLC
2022 - 2023 (1 year)
P&F99 Financial Planning, LLC
2021 - 2023 (2 years)
TransGlobal Holding Company
2021 - 2023 (2 years)
Transpacific Financial, Inc.
2020 - 2023 (3 years)
TechFaith Wireless
2005 - 2020 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Forthright Finances LLC
Hi there! I’m Scott, and I help young professionals build wealth wisely while still enjoying their life and their lattes. No, you do not need to give up your $7 coffee drink to be able to retire! In my work with clients, I help answer the following questions (and more): • How much do I need to save to be financially independent (ie, retired)? • Do I have the right investments? • How do I prioritize all the financial things I have going on? • What should I select for my 401K investments? • What do I need to do to create a proper Estate Plan? • Am I taking full advantage of my employee benefits? • Is there anything I can do to lower my taxes, now or in the future? • Will my family be okay if something terrible happens to me? • Is my emergency fund adequate? • Is my spending aligned with my goals? You can read more about my services here: https://forthrightfinances.com/wealth-builder/ One last, quick note: Unlike 99% of financial advisory firms, I do not have account minimums, nor do I charge so much that you need to have a 6 figure income to afford my fee. My services are intentionally designed so that anyone, regardless of their assets or income, can get honest, straightforward, and comprehensive financial advice. Even if you're starting with $0.
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