Jonathan
Burklund
Centennial Advisors, LLC
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About this Advisor
Jonathan Burklund is a financial advisor based in Austin, Texas with 1 year of industry experience. Burklund is an employee of Centennial Advisors, LLC. The advisor has gained experience at Ae Wealth Management, LLC, The University Of Texas At Austin, Noble Capital Group, LLC, Ragland Insurance Group, LLC, Centennial Advisors, LLC, Acute Financial Group, Modsiw Management and Ragland Realty Management. Burklund maintains a Series 65 license, qualifying them as an investment advisor representative, and can operate in Arizona, Louisiana and Texas. Centennial Advisors, LLC is an advisory firm that has its headquarters in Austin, TX. The company has offices in two locations and a total of 14 advisors. It oversees $106 million in assets among its 1,177 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,177 client accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees typically vary depending on the type of services. Fee types billed by Centennial Advisors, LLC may include any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Centennial Advisors, LLC Brokerage Details
$106,140,390
14
1,177
$90,179
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jonathan Burklund Work History
Jonathan has been registered as a financial advisor for 1 years.*
Centennial Advisors, LLC
Ragland Insurance Group, LLC
Ragland Realty Management
Ae Wealth Management, LLC
Modsiw Management
Noble Capital Group, LLC
Acute Financial Group
The University Of Texas At Austin
*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 Jonathan Burklund 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
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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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