• 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.
Jarod Robert Mercado
Jarod R Mercado
CRD#: 7335299
IA
Investment Adviser
B
Previous Broker
SECURE FINANCIAL MANAGEMENTCRD#: 169278 4630 DE ZAVALA RD
SAN ANTONIO, TX 78249
Registration History
Oct2022AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct2026IASECURE FINANCIAL MANAGEMENT (CRD# 169278)2024 - Present (<1 year)BJ.P. MORGAN SECURITIES LLC (CRD# 79)2022 - 2023 (<1 year)IAJ.P. MORGAN SECURITIES LLC (CRD# 79)2023 - 2023 (<1 year)
License(s)

State Registrations

IA
Texas 12/2/2024

Current Registration(s)
IA
SECURE FINANCIAL MANAGEMENT (CRD#:169278)
4630 DE ZAVALA RD, SAN ANTONIO, TX 78249
Registered with this firm since 12/2/2024

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
03/22/2023 - 05/16/2023 J.P. MORGAN SECURITIES LLC (CRD#:79) SAN ANTONIO, TX
B
07/19/2022 - 05/16/2023 J.P. MORGAN SECURITIES LLC (CRD#:79) 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.