Jeran Van Alfen (CRD# 4800106) is an Investment Advisor Representative working at Centered Financial in Carlsbad, CA and has over 19 years of experience in the finance industry. Jeran Van Alfen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5084834
The Wealth Consulting Group
CRD# 2946276
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Centered Financial LLC | Carlsbad, CA | Jun 2019 - Current | 4 |
Purshe Kaplan Sterling Investments | Albany, NY | Dec 2018 - Current | 5 |
Seaside Wealth Management | Carlsbad, CA | Sep 2018 - Sep 2019 | 1 |
Anchor Bay Securities, LLC | Carlsbad, CA | Aug 2015 - Dec 2018 | 3 |
Anchor Bay Capital, Inc. | Carlsbad, CA | Aug 2015 - Sep 2018 | 3 |
Axa Advisors, LLC | New York, NY | Dec 2013 - Aug 2015 | 1 |
Empire Wealth Strategies LLC | Ogden, UT | Mar 2013 - Aug 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2004 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2013 |
- CA
- TX
- UT
-
Total Assets Under Management50MILLIONS
-
Total Number of Accounts148ACCOUNTS
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Average Account Value$338,952
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, TX, UT
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