Josiah Gillson Sherk

Employer firm

Secure Asset Management, L.l.c. CRD 144046

$871M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2021 → 06/2024
  Bofa Securities, Inc
  New York, NY
• 04/2021 → 07/2021
  Unemployed
  Kewadin, MI
• 09/2017 → 04/2021
  University Of Michigan
  Ann Arbor, MI
• 09/2013 → 05/2017
  Forest Hills Eastern High School
  Ada, MI
• 05/2017 → 09/2017
  Unemployed
  Ada, MI
• 06/2019 → 08/2019
  Mercantile Bank Of Michigan
  Grand Rapids, MI
• 06/2020 → 08/2020
  Bofa Securities, Inc
  New York, NY
• 07/2024 → Present
  Secure Asset Management
  Troy, MI
• 07/2024 → Present
  Aurora Securities
  Troy, MI
• 07/2024 → Present
  Secure Financial Group
  Troy, MI

Other Businesses

Aurora Securities; Registered Representative; Investment Related; 2565 West Maple Road Troy MI 48084; Start date with business: 2024-07-09 as an associated person; Approx. 5 hours per month devoted to business during trading hours: Approx, 5 Hours per month devoted to business outside trading hours. Secure Asset Management; Portfolio Manager; Investment Related; 2565 West Maple Road, Troy, MI 48084; Start date with business: 2024-07-09; Approx. 5 hours per month devoted to business during trading hours: Approx, 5 Hours per month devoted to business outside trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-27
• S63 Uniform Securities Agent State Law Examination
  2021-09-20

Other Names

• Josiah Gillson Sherk
• Josiah Sherk