John Meraz, financial advisor El Paso TX
93 score

John Meraz

CRD Number: 4618895
Current Firm: Centaurus Financial, Inc.

John Meraz (CRD# 4618895) is an Investment Advisor Representative working at Centaurus Financial, Inc. in El Paso, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Centaurus Financial, Inc. Anaheim, CA Mar 2010 - Current 6
Minnesota Life Insurance Co St Paul, MN Jan 2009 - Current 7
Gp Graham Capital Management Group Inc. El Paso, TX Jan 2009 - Current 7
Securian Financial Services Inc. St Paul, MN Jan 2009 - Mar 2010 1
Investors Capital Corporation Lynnfield, MA Oct 2007 - Dec 2008 1
Brokerage Insurance Agency El Paso, TX Dec 2005 - Dec 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for John J. Meraz
Phone Number: 714-456-1790
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    1,044
    MILLIONS
  • Total Number of Accounts
    5,454
    ACCOUNTS
  • Average Account Value
    $191,349
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Market timing services
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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