Secura Financial

Overview

Secura Financial is an SEC registered investment adviser based in Orange, CA, registered since 2018. It reports $32M in assets under management across 1,242 accounts, with 9 employees. It has 11 investment adviser representatives.

Reported AUM

$32M

Discretionary

100%

Accounts

1,242

Average account

$258K

Employees

9

Advisory reps

11

Registered since

2018

Jurisdictions

10

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 4

• Jason Douglas Stone Managing Director, Member CRD 5455271
• Harry Michael Barth Member, Chief Compliance Officer CRD 13891
• Richard W Jackman Member, Chief Compliance Officer CRD 2501641

1 more executive officer, with direct contact details

Advisory reps 3 of 11

• Faramarz Amiri Investment Adviser Rep CRD 6586881
• Michael Bruce Bader Investment Adviser Rep CRD 5039985
• Harry Michael Barth Insurance Agent · Registered Rep · Investment Adviser Rep CRD 13891

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters

333 City Blvd W Ste 2050
Orange, CA 92868

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: securawm.com

Every state, with registration dates

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