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John Timothy Keefe

Secure Investment Management, LLC

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About John Timothy Keefe

John Timothy Keefe is an investment advisor representative with Secure Investment Management, LLC. John is registered with the state of Arizona and has been in the industry since 1993. He has passed the Series 7, Series 63 and Series 65 exams and holds a Chartered Financial Analyst designation. He is also licensed to sell insurance. John provides investment advice to a wide range of clients, including high-net-worth individuals, corporations and pension plans. He offers a variety of investment services, including financial planning, portfolio management and advice regarding REITs.

Firm Information

John Keefe 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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John Keefe’s Registration & Firm History

AZ

11/02/2022 - Present

Secure Investment Management, LLC (TUCSON AZ)

NY

09/23/1999 - 12/01/2000

HCFP BRENNER SECURITIES, LLC (NEW YORK NY)

MO

01/26/1999 - 08/23/1999

JOHNSON RESEARCH & CAPITAL INCORPORATED (ST. LOUIS MO)

MO

05/07/1993 - 09/02/1998

EVEREN SECURITIES, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 06/02/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/14/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/06/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Timothy Keefe.
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