Jeremy Goldstein has been an investment adviser representative at Secure Asset Management since November 2018, 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.
Jeremy Goldstein’s longest registration is the current one, 7 years at Secure Asset Management since 2018. Before joining Secure Asset Management in 2018, Jeremy Goldstein was registered through Foresters Equity Services, Inc. and Sagepoint Financial, Inc.
- – present · 7 yearsTroy, MI · Adviser representative · Firm CRD 144046
- Foresters Equity Services, Inc.– · 3 yearsLivonia, MI · Adviser representative · Firm CRD 18464
- Sagepoint Financial, Inc.– · 1 yearTroy, MI · Adviser representative · Firm CRD 133763
- Oneamerica Securities, Inc.– · 4 yearsFerndale, MI · Adviser representative · Firm CRD 4173
- Axa Advisors, LLC– · 3 yearsTroy, MI · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Jeremy Goldstein is registered as an investment adviser representative in Michigan, since November 2018.
- MichiganSince 1 November 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 52TO | Municipal Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 53 | Municipal Securities Principal Examination | 17 February 2003 |
| Series 24 | General Securities Principal Examination | 11 April 2000 |
| Series 7 | General Securities Representative Examination | 16 November 1999 |
| Series 65 | Uniform Investment Adviser Law Examination | 21 July 1999 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 15 October 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 August 1992 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 August 1992 |
- Name
- Municipal Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeremy Benjamin Goldstein
- CRD
- 2268498
- Firm
- Secure Asset Management · CRD 144046
- Office
- 2565 WEST MAPLE RD, Troy, MI 48084
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 1992
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jeremy Goldstein work?
Jeremy Goldstein is an investment adviser representative registered through Secure Asset Management, L.L.C. since November 2018, and is not listed among the firm’s executive officers or direct owners.
Is Jeremy Goldstein a financial advisor?
Yes. Jeremy Goldstein has a current investment-adviser registration in Michigan, through Secure Asset Management since November 2018.
How many years of experience does Jeremy Goldstein have?
Jeremy Goldstein has 34 years in the financial industry, since September 1992, across 5 adviser firms.
What exams has Jeremy Goldstein passed?
Jeremy Goldstein has passed 8 licensing exams: the Series 6, Series 63, Series 26, Series 65, Series 7, Series 24, Series 53 and Series 52TO. The earliest, the Series 6, was passed in August 1992. FINRA credited Jeremy Goldstein with the SIE, which began in October 2018.
Where did Jeremy Goldstein work before Secure Asset Management?
Before Secure Asset Management, Jeremy Goldstein was registered through Sagepoint Financial, Inc., January 2014 to June 2015; Oneamerica Securities, Inc., December 2009 to December 2013; Axa Advisors, LLC, July 2002 to December 2005.
Where is Jeremy Goldstein based?
Jeremy Goldstein’s registered office is in Troy, MI.
Is Jeremy Goldstein registered with FINRA?
Yes. Jeremy Goldstein has a current broker registration, under CRD 2268498.
Source: FINRA BrokerCheck
How can I verify Jeremy Goldstein’s record?
Search CRD 2268498 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeremy Goldstein’s full registration record.