AdFi
JA

Jill Ann Lowther

Investment Adviser Representative at SECURE ASSET MANAGEMENT, L.L.C.

Troy, MICRD #5571876Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
States Registered
1 states
Exams Passed
9

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jill Ann Lowther has worked in the securities industry since 2011. They have passed the Series 99, 65, 63, 51, 26, 24, 7, and 6 examinations. They are registered to provide investment advisory services in Michigan.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Michigan
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 5/29/2020
Series 65
Uniform Investment Adviser Law Examination
Passed 2/25/2011
Series 99
Operations Professional Examination
Passed 1/2/2023
Series 7
General Securities Representative Examination
Passed 11/1/2021
SIE
Securities Industry Essentials Examination
Passed 6/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/13/2009
Series 24
General Securities Principal Examination
Passed 5/9/2022
Series 51
Municipal Fund Securities Principal Examination
Passed 4/26/2010
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 9/8/2009

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Third-Party Money Manager Signals - All Assets0.75%
ERISA 3(21) - Tier 10.90%
ERISA 3(21) - Tier 20.70%
ERISA 3(21) - Tier 30.40%
ERISA 3(21) - Tier 40.27%
ERISA 3(38) - Tier 11.00%
ERISA 3(38) - Tier 20.75%
ERISA 3(38) - Tier 30.65%
ERISA 3(38) - Tier 40.55%
Source

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.

SECURE ASSET MANAGEMENT, L.L.C.Current
2/24/2025Troy, MI
CORECAP ADVISORS
1/30/20202/7/2025Southfield, MI
PRIMERICA ADVISORS
8/8/20116/1/2018Duluth, GA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SECURE ASSET MANAGEMENT, L.L.C.

Showing 12 of 56 in the directory

View SECURE ASSET MANAGEMENT, L.L.C. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jill Ann Lowther has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Jill Ann Lowther - Financial Advisor in Troy, MI | AdvisorFinder