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Jared Loyd Keating

Secure Investment Management, LLC

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About Jared Loyd Keating

Jared Keating is a financial advisor with Secure Investment Management, LLC. Jared holds the Series 7, Series 66, and SIE licenses and is also a Certified Financial Planner. Jared has been a financial advisor for over 10 years, having previously worked for Edward Jones. Jared is an active member of the community and is dedicated to helping clients achieve their financial goals.

Firm Information

Jared Keating is currently registered with Secure Investment Management, LLC. Secure Investment Management, LLC is a Tucson, Arizona-based investment advisor that manages approximately $32.41 million in assets for 614 clients. The firm specializes in providing financial planning and portfolio management services for individuals, including high-net-worth individuals. They also provide advisory services regarding REITS.
Secure Investment Management, LLC

7400 N ORACLE RD

TUCSON, AZ 85704

$32.41M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice regarding reits

Advice regarding reits

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jared Keating’s Registration & Firm History

AZ

03/29/2023 - Present

Secure Investment Management, LLC (TUCSON AZ)

AZ

10/25/2012 - 08/11/2017

EDWARD JONES (TUCSON AZ)

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Licenses & Designations

BOTH

Issued 11/09/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/11/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jared Loyd Keating.
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