Jeremy Benjamin Goldstein
Investment Adviser Representative at SECURE ASSET MANAGEMENT, L.L.C.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Third-Party Money Manager Signals - All Assets | 0.75% |
| ERISA 3(21) - Tier 1 | 0.90% |
| ERISA 3(21) - Tier 2 | 0.70% |
| ERISA 3(21) - Tier 3 | 0.40% |
| ERISA 3(21) - Tier 4 | 0.27% |
| ERISA 3(38) - Tier 1 | 1.00% |
| ERISA 3(38) - Tier 2 | 0.75% |
| ERISA 3(38) - Tier 3 | 0.65% |
| ERISA 3(38) - Tier 4 | 0.55% |
Secure Asset Management, L.L.C. Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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