Jeffrey Redfield Bonynge | Financial Professional | Troy, Michigan | SECURE ASSET MANAGEMENT, L.L.C.

Professional summary

Jeffrey Redfield Bonynge is a registered financial advisor currently at SECURE ASSET MANAGEMENT, L.L.C. located in Troy, Michigan and AURORA SECURITIES located in Troy, Michigan.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Jeffrey has worked at 5 firms and has passed the Series 66, Series 7TO and SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Redfield Bonynge'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®

None

Experience

Current

February 2, 2026 - Present

SECURE ASSET MANAGEMENT, L.L.C.

Office #1: 2565 West Maple Rd, Troy, MI 48084

RIA

CRD#: 144046

Troy, MI

Current

February 2, 2026 - Present

AURORA SECURITIES

Office #1: 2565 West Maple, Troy, MI 48084

BD

CRD#: 46147

Troy, MI

Past

March 2, 2021 - January 30, 2026

ALT FUND DISTRIBUTORS LLC

BD

CRD#: 146547

NEW YORK, NY

Past

April 5, 2019 - January 30, 2026

MANAGED ASSET PORTFOLIOS, LLC

RIA

CRD#: 109574

ROCHESTER, MI

Past

December 17, 2018 - March 12, 2019

EDWARD JONES

RIA

CRD#: 250

ROCHESTER, MI

Past

November 19, 2018 - March 12, 2019

EDWARD JONES

BD

CRD#: 250

ROCHESTER, MI

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".

SA

SECURE ASSET MANAGEMENT, L.L.C.

CRD#: 144046 / SEC#: 801-113954

RIA

Registered Investment Advisory firm - (9/7/2018 Approved)

Arizona

Registered Investment Advisory firm - (9/17/2018 Terminated)

Colorado

Registered Investment Advisory firm - (9/17/2018 Terminated)

Florida

Registered Investment Advisory firm - (9/17/2018 Terminated)

Illinois

Registered Investment Advisory firm - (9/7/2018 Terminated)

Indiana

Registered Investment Advisory firm - (9/19/2018 Terminated)

Michigan

Registered Investment Advisory firm - (9/18/2018 Terminated)

New York

Registered Investment Advisory firm - (9/17/2018 Terminated)

Ohio

Registered Investment Advisory firm - (9/17/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (9/17/2018 Terminated)

Texas

Registered Investment Advisory firm - (9/17/2018 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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR

Michigan
(2/2/2026)

IAR

Michigan
(2/2/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

RR

IAR

Series 66

Date: 12/14/2018

Uniform Combined State Law Examination

General Industry/Product Exam

RR

Series 7TO

Date: 11/19/2018

General Securities Representative Examination

General Industry/Product Exam

RR

SIE

Date: 10/29/2018

Securities Industry Essentials Examination

SRO Registrations

RR

FINRA

Current Firm

SA

SECURE ASSET MANAGEMENT, L.L.C.

CRD#: 144046 / SEC#: 801-113954

RIA

Registered Investment Advisory firm - (9/7/2018 Approved)

Arizona

Registered Investment Advisory firm - (9/17/2018 Terminated)

Colorado

Registered Investment Advisory firm - (9/17/2018 Terminated)

Florida

Registered Investment Advisory firm - (9/17/2018 Terminated)

Illinois

Registered Investment Advisory firm - (9/7/2018 Terminated)

Indiana

Registered Investment Advisory firm - (9/19/2018 Terminated)

Michigan

Registered Investment Advisory firm - (9/18/2018 Terminated)

New York

Registered Investment Advisory firm - (9/17/2018 Terminated)

Ohio

Registered Investment Advisory firm - (9/17/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (9/17/2018 Terminated)

Texas

Registered Investment Advisory firm - (9/17/2018 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).

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Contact information

Main Address

2565 West Maple Rd, Troy, MI 48084

Mailing Address

Phone number

(248) 414-1562

Established

Firm type

Fiscal year end

# of Employees

55

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (6/26/2025)

Regulatory assets under management

Total Number of Accounts	4,714
AUM (Assets Under Management)	$ 890,034,531

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.

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Advisor Monitoring

Firm Stability Insights

Jeffrey R. Bonynge

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Redfield Bonynge's CRS (Customer Relationship Summary).

Certified licenses

Experience

AURORA SECURITIES

ALT FUND DISTRIBUTORS LLC

MANAGED ASSET PORTFOLIOS, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

SECURE ASSET MANAGEMENT, L.L.C.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/14/2018

Series 7TO

Date: 11/19/2018

SIE

Date: 10/29/2018

FINRA

Current Firm

SECURE ASSET MANAGEMENT, L.L.C.

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SECURE ASSET MANAGEMENT, L.L.C.

TRUST BUT VERIFY

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