• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
JAMIN COLIN KIRKWOOD
CRD#: 5132589
IA
Investment Adviser
B
Previous Broker
SECURE FINANCIAL MANAGEMENTCRD#: 169278 4242 Medical Drive
Suite 7275
San Antonio, TX 78229
Registration History
200620082010201220142016201820202022202420262 FIRMS2007 - 2008 (<1 year)2 FIRMS2011 - 2013 (1 year)2 FIRMS2012 - 2016 (3 years)IASECURE FINANCIAL MANAGEMENT (CRD# 169278)2016 - Present (9 years)BUSAA FINANCIAL ADVISORS, INC. (CRD# 129035)2006 - 2011 (4 years)IARFG ADVISORY GROUP, LLC (CRD# 158401)2015 - 2016 (<1 year)IAKIRKWOOD FINANCIAL SERVICES, LLC (CRD# 169278)2014 - 2015 (1 year)IAUSAA FINANCIAL PLANNING SERVICES (CRD# 106352)2009 - 2011 (2 years)IAUSAA FINANCIAL PLANNING SERVICES (CRD# 106352)2006 - 2007 (1 year)
License(s)

State Registrations

IA
Texas 2/23/2016

Current Registration(s)
IA
SECURE FINANCIAL MANAGEMENT (CRD#:169278)
4242 Medical Drive Suite 7275, San Antonio, TX 78229
Registered with this firm since 2/23/2016

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
12/18/2012 - 03/04/2016 LPL FINANCIAL LLC (CRD#:6413) SAN ANTONIO, TX
B
12/18/2012 - 03/04/2016 LPL FINANCIAL LLC (CRD#:6413) SAN ANTONIO, TX
IA
10/13/2015 - 03/03/2016 RFG ADVISORY GROUP, LLC (CRD#:158401) San Antonio, TX
IA
01/01/2014 - 10/21/2015 KIRKWOOD FINANCIAL SERVICES, LLC (CRD#:169278) SAN ANTONIO, TX
IA
06/21/2011 - 01/02/2013 EAGLE STRATEGIES LLC (CRD#:110826) SAN ANTONIO, TX
B
03/09/2011 - 01/02/2013 NYLIFE SECURITIES LLC (CRD#:5167) SAN ANTONIO, TX
IA
01/02/2009 - 02/23/2011 USAA FINANCIAL PLANNING SERVICES (CRD#:106352) SAN ANTONIO, TX
B
08/29/2006 - 02/23/2011 USAA FINANCIAL ADVISORS, INC. (CRD#:129035) SAN ANTONIO, TX
IA
12/07/2007 - 12/31/2008 USAA INVESTMENT MANAGEMENT COMPANY (CRD#:5475) SAN ANTONIO, TX
B
12/07/2007 - 01/02/2008 USAA INVESTMENT MANAGEMENT COMPANY (CRD#:5475) SAN ANTONIO, TX
IA
06/29/2006 - 12/07/2007 USAA FINANCIAL PLANNING SERVICES (CRD#:106352) SAN ANTONIO, TX
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.