Jeffery
Chaffin

Centaurus Financial, Inc

CRD#6786003
Investment Advisor
in Santa Barbara, CA

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About this Advisor

Jeffery Chaffin is a financial advisor operating in Santa Barbara, California with a total of 5 years of industry experience. Chaffin is an employee of Centaurus Financial, Inc. They have been with Centaurus Financial, Inc for their whole career. Chaffin holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in California. Centaurus Financial, Inc is a registered investment firm that has its headquarters in Anaheim, CA. It has offices in 174 locations and a total of 616 employees. It administers $5 billion in assets among its 32,255 accounts, placing it among the biggest firms in the country by assets under management. Of its 32,255 accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Centaurus Financial, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services and educational seminars. A financial advisor's fee schedules typically vary depending on the services provided. However, fee types charged by Centaurus Financial, Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3902 State Street Suite #101
Santa Barbara, CA 93105

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Centaurus Financial, Inc Brokerage Details

Total Assets Under Management

$4,564,124,620

CA Average: $7,578,581,321
Total Number of Employees

616

CA Average: 43
Total Number of Accounts

32,255

CA Average: 3,727
Average Account Size

$141,501

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops

Jeffery Chaffin Work History

Jeffery has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Centaurus Financial, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffery Chaffin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Centaurus Financial, Inc

George Siracuse
Milford, PA
Randall Harless
Anaheim, CA
Francis Mcmanus
Norwood, MA
Patrick Mclane
Tomball, TX
John Griz
Simpsonville, SC
Roger Walker
Union City, TN
David Martinez
Anaheim, CA
Jaquelyn James
Arroyo Grande, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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