Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob George Bales is an investment advisor representative associated with Centaurus Financial, Inc. Jacob has been in the securities industry since March 27, 2014, and is currently registered in 12 states. Jacob is a Certified Financial Planner and provides financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, and portfolio management services to individuals and businesses. Jacob is also associated with James Bales Financial LLC, where Jacob works as an associate advisor.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
VA
06/11/2014 - Present
Centaurus Financial, Inc. (NEWPORT NEWS VA)
BOTH
Issued 06/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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