Advisor at Secure Investment Management, LLC
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Firm
Secure Investment Management, LLC
Location
Tucson, AZ 85741
Credentials
CFP®, Series 66
Industry experience
7 years
Jared Keating is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently an advisor at Secure Investment Management, LLC, where he has worked since 2023. His prior experience includes roles at Hecker Pew, PLLC and Doug Newborn Law Firm, PLLC, as well as five years with Edward Jones. Secure Investment Management serves individuals, business entities, trusts, and estates, providing investment advisory, portfolio management, and financial planning services to a range of clients. The firm employs a long-term, quantitative, factor-based investment approach using globally diversified portfolios and low-cost institutional funds, and operates a decentralized network of independent advisers across multiple states.
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)
3067 W. Ina Road, #125
Tucson, AZ 85741
Arizona
Secure Investment Management, LLC
2023 - Present (3 years)
Unemployed
2023 - 2023 (1 year)
Hecker Pew, PLLC
2022 - 2022 (1 year)
Doug Newborn Law Firm, PLLC
2020 - 2022 (2 years)
Law School
2017 - 2020 (3 years)
Edward Jones
2012 - 2017 (5 years)
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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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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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