Josiah Sherk

Portfolio Manager at Secure Financial Group

Josiah Sherk is a skilled finance professional currently serving as a Portfolio Manager at Secure Financial Group since July 2024. Previously, Josiah gained valuable experience at Bank of America, where roles included Associate and Analyst in Agency CMO Trading from August 2021 to June 2024, as well as a Global Markets Sales and Trading Summer Analyst position in June 2020. Josiah began the finance journey as a Mortgage Clerk Intern at Mercantile Bank of Michigan in the summer of 2019. Josiah holds a Bachelor of Science in Economics and Honors in Interdisciplinary Astronomy from the University of Michigan College of Literature, Science, and the Arts, completed in 2021, following education at Forest Hills Eastern High School from 2013 to 2017.

Location

Troy, United States

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Secure Financial Group

At Secure Financial Group, our mission is to empower financial advisors to achieve their goals by providing innovative, comprehensive financial products and services. As a Secure Financial Group Partner, you will remain independent while gaining support and solutions to evolve your practice and grow your business. Our commitment to collaboration and transparency drives everything we do. By leveraging cutting-edge technology and a deep understanding of the financial industry, we strive to be the trusted partner that financial advisors turn to for comprehensive, customized solutions that help their clients achieve financial success. “We give financial advisors solutions that can help them get back to why they got into this business, which is to work with their clients and continue to evolve their practice and grow their business.” Bryan Spencer, CEO & President Aurora, Secure Asset Management and Secure Investors Group: Securities offered through Aurora Securities, Inc. (ASI), Member FINRA/SIPC. Advisory services offered through Secure Asset Management, LLC (SAM), a Registered Investment Advisor. Fixed insurance products offered through Secure Investors Group, Inc. (SIG). ASI, SAM and SIG are affiliated companies. http://brokercheck.finra.org.


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Employees

51-200

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