William
Jontz

Centaurus Financial, Inc

CRD#1157175
Investment Advisor
in Hendersonville, TN

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About this Advisor

William Jontz is a financial advisor based in Hendersonville, Tennessee, working with Centaurus Financial, Inc. William has previously held positions at A.L. William, Estate Mgt & Planning Co Inc, Centaurus Financial, Inc, Center Street Securities, Inc, and Center Street Advisors. William has passed the Series 63 regulatory exam and is registered to provide services in Tennessee. Currently, William is part of Centaurus Financial, Inc, which operates out of Hendersonville, Tennessee. The firm has 286 offices and 598 employees. The firm manages assets totaling $5.2 billion and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Centaurus Financial, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

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

Hendersonville, TN

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Centaurus Financial, Inc Brokerage Details

Total Assets Under Management

$5,212,001,329

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

598

TN Average: 43
Total Number of Accounts

30,814

TN Average: 3,727
Average Account Size

$169,144

TN 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

William Jontz Work History

2022 - Present (3 years)

Centaurus Financial, Inc

1991 - Present (34 years)

Estate Mgt & Planning Co Inc

1982 - Present (43 years)

A.L. William

2018 - 2021 (3 years)

Center Street Securities, Inc

2018 - 2021 (3 years)

Center Street Advisors

1998 - 2017 (19 years)

Centaurus Financial, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of William Jontz 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

Michael Martinelli
Anaheim, CA
George Siracuse
Milford, PA
Evan Harris
Kennewick, WA
Alexander Johnston
Lewisville, TX
Ryan Halterman
Kennewick, WA
Natan Mckenzie
Glen Allen, VA
David Linsky
Palm Beach Gardens, FL
Alexis Reynoso
Riverside, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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