Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Frank Brown is an active registered representative with Centaurus Financial, Inc. Jerry has been in the financial industry for over 35 years, and has offices in Anaheim, CA and Bellevue, WA. Jerry is registered with the following securities authorities: Alaska, Arizona, Arkansas, California, Idaho, North Carolina, Ohio, Texas, and Washington. Jerry is also a registered Investment Advisor in Alaska, Arizona, Arkansas, California, Idaho, North Carolina, Ohio, Texas, and Washington. Jerry provides advisory services including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Jerry is also an insurance agent marketing life insurance and Long-term care insurance through J. F. BROWN FINANCIAL SERVICES, LLC.
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
02/14/2012 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
WA
07/30/1997 - 02/13/2012
PACIFIC WEST SECURITIES, INC. (BELLEVUE WA)
GA
03/03/1987 - 07/24/1997
PFS INVESTMENTS INC. (DULUTH GA)
NA
05/27/1986 - 09/29/1986
IDS MARKETING CORPORATION
IA
Issued 10/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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