Jason Spencer has been an investment adviser representative at Secure Asset Management since November 2023, and is not listed among the firm’s executive officers or direct owners.
Secure Asset Management, L.L.C. is a Troy, MI firm with $871M under management, 2,877 clients and 54 advisers across 32 offices, as of its August 2026 filing.
Jason Spencer’s longest registration was 7 years at Independent Financial Partners (2016–2023). Before joining Secure Asset Management in 2023, Jason Spencer was registered through Independent Financial Partners and LPL Financial LLC.
- – present · 2 yearsTroy, MI · Adviser representative · Firm CRD 144046
- Independent Financial Partners– · 7 yearsBrighton, MI · Adviser representative · Firm CRD 125112
- LPL Financial LLC– · 2 yearsBrighton, MI · Adviser representative · Firm CRD 6413
- Morgan Stanley– · 2 yearsBirmingham, MI · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Jason Spencer is registered as an investment adviser representative in Michigan, since November 2023.
- MichiganSince 1 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 5 April 2010 |
| Series 24 | General Securities Principal Examination | 29 March 2008 |
| Series 7 | General Securities Representative Examination | 19 February 2008 |
| Series 3 | National Commodity Futures Examination | 15 September 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- National Commodity Futures Examination
- Full name
- Jason Kent Spencer
- CRD
- 2949290
- Firm
- Secure Asset Management · CRD 144046
- Office
- 2565 WEST MAPLE RD, Troy, MI 48084
- Registration
- Investment adviser registration
- In the industry since
- May 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Spencer work?
Jason Spencer is an investment adviser representative registered through Secure Asset Management, L.L.C. since November 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jason Spencer a financial advisor?
Yes. Jason Spencer has a current investment-adviser registration in Michigan, through Secure Asset Management since November 2023.
How many years of experience does Jason Spencer have?
Jason Spencer has 16 years in the financial industry, since May 2010, across 4 adviser firms.
What exams has Jason Spencer passed?
Jason Spencer has passed 4 licensing exams: the Series 3, Series 7, Series 24 and Series 66. The earliest, the Series 3, was passed in September 1997. FINRA credited Jason Spencer with the SIE, which began in October 2018.
Where did Jason Spencer work before Secure Asset Management?
Before Secure Asset Management, Jason Spencer was registered through LPL Financial LLC, July 2013 to March 2016; Morgan Stanley, November 2010 to August 2013; Secure Asset Management, LLC, May 2010 to February 2013.
Where is Jason Spencer based?
Jason Spencer’s registered office is in Troy, MI.
Is Jason Spencer registered with FINRA?
No. Jason Spencer has no current broker registration.
How can I verify Jason Spencer’s record?
Search CRD 2949290 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Spencer’s full registration record.