Jacob Bales, financial advisor Newport News VA
88 score

Jacob Bales

CRD Number: 6222642
Current Firm: Centaurus Financial, Inc.

Jacob Bales (CRD# 6222642) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Newport News, VA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Centaurus Financial Inc. Anaheim, CA Feb 2014 - Current 2
James Bales Financial Newport News, VA Jun 2013 - Current 3
Shenandoah Joe Coffee Roasters Charlottesville, VA Apr 2012 - May 2013 1
Unemployed Poquoson, VA Jan 2012 - Mar 2012 < 1
James Bales Financial Newport News, VA Jun 2011 - Dec 2011 < 1
Full-time Education Poquoson, VA Jan 2004 - Jun 2011 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Jacob G. Bales
Phone Number: 714-456-1790
Registered State(s):
  • VA
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
88
Clean Record
This advisor has a clean track record with regulators.

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