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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Santos is a financial advisor based in San Diego, CA, with over 23 years of experience in the financial services industry. Jason is a Registered Representative and Investment Advisor Representative with Centaurus Financial, Inc. and is licensed in California, Florida, Nevada, New York, Ohio, and Washington. He has earned the Series 6, 7, 63, and 65 securities licenses as well as the SIE exam. Prior to joining Centaurus, Jason worked at J.P. Turner & Company, LLC and Sagepoint Financial, Inc.. Jason is a member of the Estate Planning Team and specializes in estate planning, trusts, and succession planning.
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.
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2
CA
07/24/2018 - Present
Centaurus Financial, Inc. (SAN DIEGO CA)
CA
09/11/2013 - 10/13/2015
J.P. TURNER & COMPANY, L.L.C. (INDIAN WELLS CA)
CA
10/31/2005 - 09/13/2013
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
AZ
03/09/2000 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 03/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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