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Jason Kent Spencer

Secure Asset Management, LLC

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About Jason Kent Spencer

Jason Spencer is a financial advisor with over 10 years of experience in the industry. Jason has been registered with Secure Asset Management, LLC since 2025, and previously held positions with LPL Financial LLC, Morgan Stanley, GWN Securities Inc., and Professional Asset Management, Inc. Jason holds the Series 3, 7, 24, and 66 securities licenses. Jason Spencer has a history of working with individual investors.

Firm Information

Jason Spencer is currently registered with Secure Asset Management, LLC. Secure Asset Management, LLC is an investment advisor based in Troy, MI. The firm offers financial planning, portfolio management for individuals, and pension consulting services. They have a team of 24 licensed agents, 48 investment advisor representatives, and 26 registered representatives. Their regulatory assets under management total over $890 million, primarily serving high-net-worth individuals and individuals other than high-net-worth individuals.
Secure Asset Management, LLC

2565 WEST MAPLE RD

TROY, MI 48084

$890.03M

Assets Under Management

Not reported

Total Clients

41

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Solicitor for 3rd party money managers

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Jason Spencer’s Registration & Firm History

MI

01/08/2025 - Present

Secure Asset Management, LLC (TROY MI)

MI

07/24/2013 - 04/07/2016

LPL FINANCIAL LLC (BRIGHTON MI)

MI

11/04/2010 - 08/14/2013

MORGAN STANLEY (BIRMINGHAM MI)

MI

03/10/2010 - 11/05/2010

GWN SECURITIES INC. (TROY MI)

MI

02/20/2008 - 06/17/2009

PROFESSIONAL ASSET MANAGEMENT, INC. (TROY MI)

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Licenses & Designations

BOTH

Issued 04/05/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/29/2008

Series 24 - General Securities Principal Examination

BC

Issued 04/07/2016

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/2008

Series 7 - General Securities Representative Examination

BC

Issued 09/15/1997

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Kent Spencer.
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