Jon Bowles
Jon Bowles is a registered investment advisor at Secure Investment Management, LLC, based in Tucson, AZ, with 27 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 825 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Secure Investment Management's annual investment management fee is negotiable and ranges from 0.5% to 1.5% of the total value of your investments. The fee is calculated each quarter based on the value of your account on the last business day of the previous quarter. Some legacy clients may have a fee structure ranging from 0.50% to 2.00%. Clients engaged on or after 03/01/2022 are charged a flat fee of no greater than 1.50%.
Location
3067 W. Ina Road, #125, Tucson, AZ, 85741
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Regulatory History (3)
Customer Dispute
August 2017Customer Dispute
February 2009Customer Dispute
July 2005Other Business ActivitiesSells Insurance
Jon is a part-owner and U.S. Operations Lead for Sports Financial Literacy Academy, spending a few hours per week on this unpaid role. He is also the President/Owner of JLB Financial, Inc., an independent life insurance agency, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Secure Investment Management, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citicorp Investment Services
Citicorp Investment ServicesBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Prudential Securities IncorporatedBroker
Interfirst Capital CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.