Secure Financial Management

Jarod Mercado is a financial advisor at Secure Financial Management in San Antonio, TX, with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Chase Bank, JP Morgan Securities, Victory Capital, and Apex Systems. Secure Financial Management serves individual and high-net-worth clients, trusts, estates, and business entities by offering discretionary and non-discretionary portfolio management along with modular financial planning and retainer consulting. The firm employs a combination of fundamental analysis and Modern Portfolio Theory to construct diversified, long-term portfolios.

Jacob Mc Donald is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He is currently with Secure Financial Management in San Antonio, TX, where he has worked since 2020. Outside of his advisory role, he has been involved with St. Andrews United Methodist Church since 2020. Secure Financial Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing discretionary and non-discretionary portfolio management alongside comprehensive financial planning and consulting. The firm employs a combination of fundamental analysis and Modern Portfolio Theory to construct diversified, long-term portfolios and utilizes sub-advisory relationships and wrap fee programs to enhance client services.

Jamin Kirkwood is a CFP® with 19 years of industry experience and is currently a financial advisor at Secure Financial Management in San Antonio, TX. He has operated Kirkwood Financial Services, LLC since 2011. In addition to his advisory role, Mr. Kirkwood is an insurance agent affiliated with various companies, dedicating about 15% of his time to insurance-related activities. Secure Financial Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing discretionary and non-discretionary portfolio management alongside comprehensive financial planning and consulting. The firm employs a blend of fundamental analysis and Modern Portfolio Theory to construct diversified, long-term portfolios and utilizes sub-advisory relationships to enhance investment options.

Thomas Moore is a financial advisor at Secure Financial Management with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Cetera, Northwestern Mutual, and IMG Financial Group. Secure Financial Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, offering discretionary and non-discretionary portfolio management alongside comprehensive financial planning and consulting. The firm’s investment process uses fundamental analysis combined with Modern Portfolio Theory to build diversified portfolios managed primarily for the long term.