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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Bowles is an investment advisor representative with Secure Investment Management, LLC. Jon is a registered Investment Advisor in California. Jon specializes in providing financial planning and portfolio management services to individuals. Previously, Jon was employed by LPL Financial LLC, Securities America, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., Summit Brokerage Services, Inc., Citigroup Global Markets Inc., Citicorp Investment Services, Morgan Stanley DW Inc., Prudential Securities Incorporated and Interfirst Capital Corporation. Jon is a member of the Securities Industry Essentials Examination (SIE), Series 7, Series 31 and Series 63.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advice regarding reits
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.
A percentage of the total value of assets under management is charged.
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AZ
01/01/2025 - Present
Secure Investment Management, LLC (TUCSON AZ)
CA
12/15/2021 - 08/22/2023
LPL FINANCIAL LLC (PASADENA CA)
CA
07/12/2019 - 12/21/2021
SECURITIES AMERICA, INC. (PASADENA CA)
CA
01/30/2013 - 08/06/2019
FSC SECURITIES CORPORATION (PASADENA CA)
CA
06/20/2012 - 01/30/2013
SAGEPOINT FINANCIAL, INC. (PASADENA CA)
CA
11/25/2009 - 06/21/2012
SUMMIT BROKERAGE SERVICES, INC. (PASADENA CA)
CA
05/29/2007 - 12/14/2009
CITIGROUP GLOBAL MARKETS INC. (BURBANK CA)
CA
03/14/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (LOS ANGELES CA)
NY
08/31/1998 - 03/04/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
05/01/1998 - 07/06/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
02/18/1998 - 04/02/1998
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
IA
Issued 10/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 02/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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