Jamin C. Kirkwood

SECURE FINANCIAL MANAGEMENT

San Antonio, TX 78229

Some features on this profile are disabled

CRD#: 5132589

Professional summary

Jamin Colin Kirkwood, CFP® is a registered financial advisor currently at SECURE FINANCIAL MANAGEMENT located in San Antonio, Texas.

Jamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jamin has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Mr. Kirkwood is an insurance agent appointed with various insurance companies. Mr. Kirkwood spends approximately 15% of his time involved in insurance related activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamin Colin Kirkwood's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

February 23, 2016 - Present

SECURE FINANCIAL MANAGEMENT

Office #1: 4242 Medical Drive Suite 7275, San Antonio, TX 78229

RIA

CRD#: 169278

San Antonio, TX

Past

October 13, 2015 - March 3, 2016

RFG ADVISORY, LLC

RIA

CRD#: 158401

San Antonio, TX

Past

January 1, 2014 - October 21, 2015

SECURE FINANCIAL MANAGEMENT

RIA

CRD#: 169278

SAN ANTONIO, TX

Past

December 18, 2012 - March 4, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

SAN ANTONIO, TX

Past

December 18, 2012 - March 4, 2016

LPL FINANCIAL LLC

CRD#: 6413

SAN ANTONIO, TX

Past

June 21, 2011 - January 2, 2013

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

SAN ANTONIO, TX

Past

March 9, 2011 - January 2, 2013

NYLIFE SECURITIES LLC

CRD#: 5167

SAN ANTONIO, TX

Past

January 2, 2009 - February 23, 2011

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

SAN ANTONIO, TX

Past

December 7, 2007 - December 31, 2008

USAA INVESTMENT SERVICES COMPANY

RIA

CRD#: 5475

SAN ANTONIO, TX

Past

December 7, 2007 - January 2, 2008

USAA INVESTMENT SERVICES COMPANY

CRD#: 5475

SAN ANTONIO, TX

Past

August 29, 2006 - February 23, 2011

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

SAN ANTONIO, TX

Past

June 29, 2006 - December 7, 2007

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

SAN ANTONIO, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SECURE FINANCIAL MANAGEMENT

KIRKWOOD FINANCIAL SERVICES | SECURE FINANCIAL MANAGEMENT | KIRKWOOD FINANCIAL SERVICES, LLC

CRD#: 169278 / SEC#: 801-120719

RIA

Registered Investment Advisory firm - (4/6/2021 Approved)

Texas

Registered Investment Advisory firm - (4/6/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(2/23/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/26/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/4/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/28/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/7/2009

General Securities Principal Examination

Current Firm

SECURE FINANCIAL MANAGEMENT

KIRKWOOD FINANCIAL SERVICES | SECURE FINANCIAL MANAGEMENT | KIRKWOOD FINANCIAL SERVICES, LLC

CRD#: 169278 / SEC#: 801-120719

RIA

Registered Investment Advisory firm - (4/6/2021 Approved)

Texas

Registered Investment Advisory firm - (4/6/2021 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4630 De Zavala Rd, San Antonio, TX 78249

Mailing Address

Phone number

(210) 428-6250

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KIRKWOOD FINANCIAL ADV PART 2A BROCHURE - MARCH 2025 (3/3/2025)

Regulatory assets under management

Total Number of Accounts	621
AUM (Assets Under Management)	$ 313,694,939

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Christopher Hall

LPL FINANCIAL LLC

IAR

San Antonio, TX

Robert Armendariz

EAGLE STRATEGIES LLC

IAR

SAN ANTONIO, TX

Joe-ben O'banion

TITLEIST ASSET MANAGEMENT, LLC

IAR

SAN ANTONIO, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jamin C. Kirkwood

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamin Colin Kirkwood's CRS (Customer Relationship Summary).

Certified licenses

Experience

RFG ADVISORY, LLC

SECURE FINANCIAL MANAGEMENT

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

USAA FINANCIAL PLANNING SERVICES

USAA INVESTMENT SERVICES COMPANY

USAA INVESTMENT SERVICES COMPANY

USAA FINANCIAL ADVISORS, INC.

USAA FINANCIAL PLANNING SERVICES

Primary Firm SEC Registration

SECURE FINANCIAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 6/26/2006

SIE

Date: 3/4/2016

Series 7

Date: 8/28/2006

Series 24

Date: 7/7/2009

Current Firm

SECURE FINANCIAL MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SECURE FINANCIAL MANAGEMENT

TRUST BUT VERIFY

Similar Advisors