Jacob
Bales
Centaurus Financial, Inc
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About this Advisor
Jacob Bales is a certified financial planner who works in Newport News, Virginia, with a total of 9 years of industry experience. Bales is an advisor for Centaurus Financial, Inc. The advisor has gained experience at Shenandoah Joe Coffee Roasters, James Bales Financial and Centaurus Financial Inc. Bales has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Alabama, District Of Columbia, Florida, Maryland, North Carolina, Pennsylvania, South Carolina, Texas and Virginia. Centaurus Financial, Inc is a registered investment company based out of Anaheim, CA. The investment advisory business has offices in 174 locations and a total of 616 advisors. It manages $5 billion in assets between its 32,255 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 32,255 customer accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides a wide range of services, such as 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. Fees for financial management are based on the type of services. However, fees charged by Centaurus Financial, Inc may include 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
Jacob Bales Work History
Jacob has been registered as a financial advisor for 9 years.*
Centaurus Financial Inc
James Bales Financial
Shenandoah Joe Coffee Roasters
*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 Jacob Bales 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
Anaheim, CA
Pottstown, PA
Swanzey, NH
Norwood, MA
Anaheim, CA
Arroyo Grande, CA
Tomball, TX
Union City, TN
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.
