Advisor at Secure Investment Management, LLC
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Firm
Secure Investment Management, LLC
Location
Orange, CA
Credentials
Series 63, Series 65
Industry experience
1 year
James Ruwe is a financial advisor with Secure Investment Management, LLC, holding Series 63 and Series 65 designations and one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Co. He is also an insurance agent selling fixed annuity products through Secure Income Management. Secure Investment Management serves individuals, business entities, trusts, and estates, offering investment advisory, portfolio management, and financial planning services to both non-high-net-worth and high-net-worth clients. The firm employs a long-term, quantitative, factor-based investment approach with globally diversified portfolios using low-cost institutional funds and tax-managed strategies.
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)
Orange, CA
California
Secure Investment Management LLC
2026 - Present (1 year)
Secure Income Management LLC
2025 - Present (1 year)
NYLIFE Securities LLc
2024 - 2025 (1 year)
New York Life Insurance Co.
2024 - 2025 (1 year)
Unemployed
2023 - 2024 (1 year)
Veryable
2023 - 2023 (1 year)
Baylor University
2020 - 2022 (2 years)
Hewes/Foothill High
2013 - 2022 (9 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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Thanks for your interest in my firm! I’m Mark Wilson, APA, CFP®, a proud father of two and lucky husband of one. I founded MILE Wealth Management to provide real wealth management to families and “Make It Look Easy” (MILE). Providing integrated financial planning and investment management is hard. This is the reason why most financial advisors do bare minimum planning or no planning at all. Those that do financial plans intentionally make it look complex to justify their fees. The industry is full of jargon, acronyms, fine print and disclosures. It’s no wonder that their “customers” are not meeting their goals or sleeping well at night. My goal is to use my experience, teaching background, wise use of technology and smarts to make it look easy. I’ve found that families that understand their financial situation, set their personal targets and see their next steps will be able to achieve their short and long-term goals and make adjustments as necessary. I want you to be relaxed about your finances, focus on what’s really important and make it look easy. Have a look at our website (www.milewealth.com) or call 949-441-4410 to find out more.
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