Jacob BalesCRD 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 3 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Centaurus Financial Inc.||Anaheim, CA||Feb 2014 - Current||3|
|James Bales Financial||Newport News, VA||Jun 2013 - Current||4|
|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|
Total Assets Under Management1,044MILLIONS
Total Number of Accounts5,454ACCOUNTS
Average Account Value$191,349
- 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)
- Market timing services
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