Jason
Jeanquart
Centaurus Financial, Inc
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About this Advisor
Jason Jeanquart is a financial advisor who works out of Lexington, South Carolina with a total of 3 years of industry experience. Jeanquart is on the advisory team at Centaurus Financial, Inc. Throughout their career, Jeanquart has worked at Mantei And Associates, Extended Travel, Portage County Dhs, Culvers Of Waupaca and Centaurus Financial, Inc. Jeanquart holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Alabama, Florida, Georgia, Indiana, North Carolina and South Carolina. Centaurus Financial, Inc is a financial advisory firm that has its headquarters in Anaheim, CA. The investment advisory business has offices in 174 locations and a total of 616 employees. It oversees $5 billion in total assets across its 32,255 client accounts, making it one of the biggest firms in the United States by assets under management. Of its 32,255 customer accounts, just 1% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Centaurus Financial, Inc provides a wide assortment of services, including 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 fees usually are based on which service is provided. However, fee types billed by Centaurus Financial, Inc likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Centaurus Financial, Inc Brokerage Details
$4,564,124,620
616
32,255
$141,501
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
Jason Jeanquart Work History
Jason has been registered as a financial advisor for 3 years.*
Centaurus Financial, Inc
Mantei And Associates
Extended Travel
Portage County Dhs
Culvers Of Waupaca
*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 Jason Jeanquart 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
Simpsonville, SC
Milford, PA
Lewisville, TX
Anaheim, CA
Anaheim, CA
Arroyo Grande, CA
Pottstown, PA
Anaheim, 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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