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SECURE INVESTMENT MANAGEMENT, LLC

TUCSON, AZ · CRD 141195 · IAPD ↗ · jlbfinancialinc.com · 520-333-4719

$42.9MRegulatory AUM
20Advisory reps
31Employees
0Clients
1-10Planning clients
0Private funds
22States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
September 2026 — SECURE INVESTMENT MANAGEMENT, LLC changed its website from secureinvestmentmanagement.com to jlbfinancialinc.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
September 2026 — SECURE INVESTMENT MANAGEMENT, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
July 2026 — SECURE INVESTMENT MANAGEMENT, LLC notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
May 2026 — SECURE INVESTMENT MANAGEMENT, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
May 2026 — SECURE INVESTMENT MANAGEMENT, LLC added office(s): 0 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
May 2026 — SECURE INVESTMENT MANAGEMENT, LLC grew from 12 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
July 2025 — SECURE INVESTMENT MANAGEMENT, LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2025 — SECURE INVESTMENT MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
44
April 2024 — SECURE INVESTMENT MANAGEMENT, LLC notice-filed in MN, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2024 — SECURE INVESTMENT MANAGEMENT, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.