Jason Roberts Coles
Investment adviser representative at Centaurus Financial, Inc.
15 yearsExperience
20 statesRegistered in
$9.7BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
15 years in the industry.
- Centaurus Financial, Inc.Aug 2017 to now
- Financial West GroupNov 2011 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 20 states (AL, AZ, CA, CO, DE, FL, GA, ID, IL, IN, LA, MT, NV, NY, OH, OK, OR, TX, VA, WA).
Centaurus Financial, Inc.
$9.7BAssets managed
45,336Clients
424Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2632270
- Firm CRD
- 30833