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Managing Member, President, and Chief Compliance Officer · Secure Financial Management

Jamin C. Kirkwood

CRD 5132589 · Named on Form ADV at one SEC-registered adviser

At a glance

Secure Financial Management, an SEC-registered wealth manager based in SAN Antonio, TX with $400 million in regulatory assets, lists Jamin C. Kirkwood on its Form ADV as Managing Member, President, and Chief Compliance Officer, a control person.

Firms and roles

  • Secure Financial ManagementManaging Member, President, and Chief Compliance OfficerWealth manager · SAN Antonio, TX · $400M in regulatory assets

AtlasMembers

Jamin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jamin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.