Century Securities Associates, Inc

Investment Advisor
in O Fallon, IL

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About this Advisor

Jonathan Daniels is a certified financial planner whose office is in O Fallon, Illinois. Currently a registered investment advisor at Century Securities Associates, Inc, Daniels has 11 years of professional experience in the financial advisory industry. Daniels has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Daniels is registered to advise customers based out of Illinois. Over the course of their career, Daniels has held roles at Century Securities Associates, Inc and Stifel Nicolaus & Co Inc. Century Securities Associates, Inc is located in O Fallon, Illinois, and has 80 brick-and-mortar locations in the country. As an advisor firm, Century Securities Associates, Inc oversees $947 million in assets across 3,040 accounts and retains more than 119 people. The firm's total assets under management makes it one of the bigger financial advisory firms in the United States. The firm manages 1,500 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 33% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Century Securities Associates, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations


Years of Experience

11 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions



Office Location

800 S Lincoln Ave Pob 1356
O Fallon, IL 62269

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Century Securities Associates, Inc Brokerage Details

Total Assets Under Management


IL Average: $11,469,110,461
Total Number of Employees


IL Average: 458
Total Number of Accounts


IL Average: 33,415
Average Account Size


IL Average: $343,232

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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
  • Educational seminars/workshops

Jonathan Daniels Work History

Jonathan has 11 years of experience.

2013 - 2015 (2 years)

Stifel Nicolaus & Co Inc

2011 - 2013 (2 years)

Stifel Nicolaus & Co Inc

2009 - 2011 (2 years)

Century Securities Associates, Inc


Jonathan Daniels has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Century Securities Associates Inc

Shelley Strobel-Erhardt
Saint Louis, MO
Christopher Howard
O Fallon, IL
Scott Metzner
Port Huron, MI
Erin Ellis
Saint Louis, MO
Kathryn Kittredge
Saint Louis, MO
Richard Boehm
Saint Louis, MO
Lawrence Reitars
Center Valley, PA
Emmett Newton
Saint Louis, MO

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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