Josiah Sherk has been an investment adviser representative at Secure Asset Management since August 2024, 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.
- – present · 2 yearsTroy, MI · Adviser representative · Firm CRD 144046
Investment adviser representative registrations
Josiah Sherk is registered as an investment adviser representative in Michigan, since August 2024.
- MichiganSince 27 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 August 2024 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 September 2021 |
| Series 7TO | General Securities Representative Examination | 13 September 2021 |
| SIE | Securities Industry Essentials Examination | 7 June 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Josiah Gillson Sherk
- CRD
- 7261018
- Firm
- Secure Asset Management · CRD 144046
- Office
- 2565 WEST MAPLE RD, Troy, MI 48084
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2021
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Josiah Sherk work?
Josiah Sherk is an investment adviser representative registered through Secure Asset Management, L.L.C. since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Josiah Sherk a financial advisor?
Yes. Josiah Sherk has a current investment-adviser registration in Michigan, through Secure Asset Management since August 2024.
How many years of experience does Josiah Sherk have?
Josiah Sherk has 4 years in the financial industry, since November 2021, across 1 adviser firm.
What exams has Josiah Sherk passed?
Josiah Sherk has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in June 2021.
Where is Josiah Sherk based?
Josiah Sherk’s registered office is in Troy, MI.
Is Josiah Sherk registered with FINRA?
Yes. Josiah Sherk has a current broker registration, under CRD 7261018.
Source: FINRA BrokerCheck
How can I verify Josiah Sherk’s record?
Search CRD 7261018 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Josiah Sherk’s full registration record.