Luis Jason Flores
Investment adviser representative at Central Trust Bank
11 yearsExperience
4 statesRegistered in
CFADesignation
$554.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Central Trust BankJan 2025 to now
- Central Trust CompanyMay 2021 to now
- Pension Consultants, Inc.Dec 2015 to Apr 2021
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 4 states (KS, MO, NE, TX).
Central Trust Bank
Legal name: The Central Trust Bank
$554.1MAssets managed
14Clients
2Advisers
17 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
- 6116176
- Firm CRD
- 149262