Jacob Mccue

Employer firm

Secured Retirement Advisors, LLC CRD 144239

$255M 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

• 12/2018 → 07/2020
  National Financial Partners Corp.
  Plymouth, MN
• 04/2018 → 12/2018
  Unemployed
  Saint Louis Park, MN
• 08/2012 → 04/2018
  Us Bank
  Minneapolis, MN
• 07/2020 → 06/2022
  Lpl Financial Llc
  Bloomington, MN
• 03/2023 → 07/2023
  Neil Jesani Wealth Management Llc
  Sunrise, FL
• 07/2022 → 02/2023
  Unemployed
  Excelsior, MN
• 09/2023 → 10/2024
  Thrivent Investment Management Inc
  Shakopee, MN
• 09/2023 → 01/2024
  Thrivent Financial
  Appleton, WI
• 01/2024 → 10/2024
  Thrivent Financial
  Appleton, WI
• 10/2024 → Present
  Secured Retirement Advisors, Llc
  St. Louis Park, MN

Previous Registrations

• 2023-11-06 → 2024-10-21
  Thrivent Investment Management Inc.
  Minneapolis, MN
  Shakopee, MN
  Excelsior, MN
• 2023-03-24 → 2023-08-08
  Neil Jesani Wealth Management
  Sunrise, FL

Other Businesses

1.) Secured Retirement Associates, LLC; Investment-Related; St. Louis Park, MN; Insurance Agency; Independent Insurance Agent; Start Date 09/2023; Approximately 40 hours/month devoted to this business with all hours devoted during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-11-04
• S63 Uniform Securities Agent State Law Examination
  2020-08-17

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Jacob Mccue
• Jacob Thomas Mccue