Jacob Steven Burt
Investment adviser representative at Centaurus Financial, Inc.
14 yearsExperience
2 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
14 years in the industry.
- Centaurus Financial, Inc.Jan 2023 to now
- Oosting, Burt & Associates LLPJul 2021 to now
- Royal Alliance Associates, Inc.Feb 2020 to Jul 2021
- Hantz GroupMay 2019 to Dec 2019
- Rent RiteSep 2016 to Feb 2018
- Central Michigan UniversityAug 2016 to Dec 2019
- Spanky's PizzaJun 2012 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (IN, MI).
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
- 6905788
- Firm CRD
- 30833