Jonah Zane Palmer
Investment adviser representative at Centaurus Financial, Inc.
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Centaurus Financial, Inc.Feb 2026 to now
- Cola Wealth AdvisorsMay 2023 to now
- TargetSep 2022 to May 2023
- PublixJun 2020 to Aug 2022
- Miso SushiMay 2017 to Aug 2017
- Chapin-irmo Recreational FacilitiesSep 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 7748574
- Firm CRD
- 30833