Jerry ThewCRD Number: 1321949
Current Firm: Centaurus Financial, Inc.
Jerry Thew (CRD# 1321949) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Spokane, WA and has over 28 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
Voya Financial Advisors, Inc.
|Centaurus Financial Inc.||Anaheim, CA||May 2011 - Current||5|
|Linsco/private Ledger Corp.||Spokane, WA||Jan 1996 - May 2011||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1988|
|S66||NASAA Uniform Combined State Law Examination||Dec 2000|
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