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Jalon Oconnell morton

Centaurus Financial, Inc.

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About Jalon Oconnell morton

Jalon Oconnell morton is a registered representative with Centaurus Financial, Inc. Jalon has been in the industry since 1998 and has held previous roles at B. RILEY WEALTH MANAGEMENT, NATIONAL SECURITIES CORPORATION, BROOKSTREET SECURITIES CORPORATION and GRATTAN FINANCIAL SECURITIES, INC. Jalon specializes in securities, mutual funds, variable annuities, fixed annuities, life insurance, and retirement planning.

Firm Information

Jalon Oconnell morton is currently registered with Centaurus Financial, Inc.. Centaurus Financial, Inc. is a corporation formed in August 1992 and headquartered in Anaheim, California. The firm provides a variety of advisory services including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals, and wrap fee programs. Centaurus Financial, Inc. serves a wide range of clients including individuals, businesses, high-net-worth individuals, and corporations. The firm has regulatory assets under management exceeding $6.2 billion, including discretionary and non-discretionary accounts.
Centaurus Financial, Inc.

2300 EAST KATELLA AVE

ANAHEIM, CA 92806

$6.28B

Assets Under Management

Not reported

Total Clients

510

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jalon Oconnell morton’s Registration & Firm History

CA

12/16/2022 - Present

Centaurus Financial, Inc. (BURBANK CA)

CA

07/22/2022 - 01/04/2023

B. RILEY WEALTH MANAGEMENT (BURBANK CA)

CA

07/30/2007 - 07/22/2022

NATIONAL SECURITIES CORPORATION (BURBANK CA)

CA

11/27/2001 - 07/31/2007

BROOKSTREET SECURITIES CORPORATION (BEVERLY HILLS CA)

CA

02/13/1998 - 11/07/2001

GRATTAN FINANCIAL SECURITIES, INC. (SAN GABRIEL CA)

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Licenses & Designations

BC

Issued 02/20/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jalon Oconnell morton. Review regulatory record here.
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