Jason JeanquartCRD Number: 6593478
Current Firm: Centaurus Financial, Inc.
Jason Jeanquart (CRD# 6593478) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Lexington, SC and has over 3 years of experience in the finance industry.
Janney Montgomery Scott LLC
Independent Advisor Alliance, LLC
First Citizens Investor Services, Inc.
|Centaurus Financial, Inc.||Anaheim, CA||Aug 2017 - Current||3|
|Mantei And Associates||Lexington, SC||Dec 2015 - Current||4|
|Extended Travel||Blythewood, SC||Aug 2015 - Dec 2015||< 1|
|Portage County Dhs||Stevens Point, WI||Jul 2013 - Jul 2015||2|
|Culvers Of Waupaca||Waupaca, WI||Apr 2009 - Jul 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2017|
|S65||NASAA Investment Advisors Law Examination||May 2020|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management2,693MILLIONS
Total Number of Accounts16,070ACCOUNTS
Average Account Value$167,562
- 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
- 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
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, WY
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