Jonathan Estrada, financial advisor Anaheim CA

Jonathan Estrada

CRD Number: 6636420
Current Firm: Centaurus Financial, Inc.

Jonathan Estrada (CRD# 6636420) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Anaheim, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Centaurus Financial, Inc. Anaheim, CA Apr 2011 - Current 13
Big Bear Mountain Resorts Big Bear Lake, CA Nov 2014 - Apr 2018 3
Orange Coast College/embry Riddle University Long Beach, CA Mar 2011 - Dec 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2019
Contact Info for Jonathan L. Estrada
Phone Number: 714-456-1790
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,212
    MILLIONS
  • Total Number of Accounts
    30,814
    ACCOUNTS
  • Average Account Value
    $169,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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