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SECURE INVESTMENT MANAGEMENT, LLC
CRD 141195File 801-80752
APPROVED
Retail clients
Disclosure events
Filing as of Aug 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$42.9M
Bottom 25% of cohort (national)
Discretionary AUM
$42.9M
Clients
942
942 accounts
Employees
31
Bottom 25% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 8, 2015
- Principal office
- 3067 W. INA ROAD, #125, TUCSON, AZ, 85741
- Phone
- 520-333-4719
- Website
- https://jlbfinancialinc.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $42.9M
- Discretionary AUM
- $42.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 942
- Non-discretionary accounts
- 0
- Total accounts
- 942
- AUM per client
- $46K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $5.5M |
| Individuals (other than high net worth individuals) | 938 | $37.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.