Jacob
Bales
Centaurus Financial, Inc
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About this Advisor
Jacob Bales is a financial advisor based in Newport News, Virginia, working with Centaurus Financial, Inc. Jacob has previously held positions at James Bales Financial and Centaurus Financial Inc. Jacob has passed the Series 66 regulatory exam and is registered to provide services in Alabama, District of Columbia, Florida, Louisiana, Maryland, Mississippi, Nevada, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Currently, Jacob is part of Centaurus Financial, Inc, which operates out of Newport News, Virginia. 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
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Centaurus Financial, Inc Brokerage Details
$5,212,001,329
598
30,814
$169,144
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
Centaurus Financial Inc
James Bales Financial
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.
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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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