Jeremy
Aston

Centennial Advisors, LLC

CRD#7678126
Investment Advisor
in Austin, TX

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About this Advisor

Jeremy Aston is a chartered financial analyst working in Austin, Texas. Aston works at Centennial Advisors, LLC. Aston has gained experience at Centennial Advisors, LLC, Bridgepoint Consulting and Teacher Retirement System Of Texas. Aston is able to work in Texas. Centennial Advisors, LLC is a financial advisory business that has its headquarters in Austin, TX. It has offices in two locations and a total of 14 people on staff. It manages $106 million in assets among its 1,177 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,177 customer accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in assets. The business offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice usually are based on which services the firm provides the client. However, fees charged by Centennial Advisors, LLC can include asset-based, fixed and other fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

10815 Ranch Road 2222 Bldg 3C Suite 200
Austin, TX 78730

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Centennial Advisors, LLC Brokerage Details

Total Assets Under Management

$106,140,390

TX Average: $3,042,739,679
Total Number of Employees

14

TX Average: 49
Total Number of Accounts

1,177

TX Average: 2,315
Average Account Size

$90,179

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jeremy Aston Work History

Jeremy has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Centennial Advisors, LLC

2022 - 2022 (< 1 year)

Bridgepoint Consulting

2009 - 2021 (12 years)

Teacher Retirement System Of Texas

*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 Jeremy Aston 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 Centennial Advisors, LLC

Charles Stough
Austin, TX
Friend Williams
Austin, TX
Elizabeth James
Austin, TX
Jonathan Burklund
Austin, TX
Jeremy Aston
Austin, TX
Kevin Wade
Austin, TX
Michael Reese
Austin, TX

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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