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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2014
- Office Locations
- 1
Office Locations
About Secure Financial Management
Secure Financial Management is a San Antonio-based RIA providing holistic financial planning and discretionary asset management, including retirement planning, 401(k) administration, estate/life-transition planning, and long-term care/health coverage guidance. The team builds goal-based, customized portfolios and uses Nitrogen (Riskalyze) “Risk Number” profiling to align allocations with client risk tolerance; supports Schwab-custodied accounts.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMIN COLIN KIRKWOOD
Chief Compliance Officer, Managing Member, President
- CRD
- #5132589
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jacob Alan McDonald
Certified Financial Planner
- CRD
- #7254265
Jarod Robert Mercado
Certified Financial Planner
- CRD
- #7335299
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $399,765,022 | $430,781 |
| Non-Discretionary | $0 | -- |
| Total | $399,765,022 | $430,781 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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