Jewell Marice Willis

Employer firm

Centaurus Financial, Inc. CRD 30833

$9.74B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

Centaurus Financial, Inc.

2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-02-11
SC	RA	APPROVED	2026-02-11
GA	RA	APPROVED	2019-03-08
NC	RA	APPROVED	2015-03-19
VA	RA	APPROVED	2015-03-19

FL RA
APPROVED

Since 2026-02-11
SC RA
APPROVED

Since 2026-02-11
GA RA
APPROVED

Since 2019-03-08
NC RA
APPROVED

Since 2015-03-19
VA RA
APPROVED

Since 2015-03-19

Branch Locations

Virginia Beach, VA • United States

540 Fort Evans Road, Ne Suite #200, Leesburg, VA 20176 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Centaurus Financial, Inc.	Orange	CA	11/2007	Present

11/2007 → Present

Centaurus Financial, Inc.

Orange, CA

Other Businesses

1. WILLIS FINANCIAL SOLUTIONS, NON-INVESTMENT RELATED, 4389 VIRGINIA BEACH BLVD., SUITE #102, VIRGINIA BEACH, VA 23462, DBA FOR BRANDING PURPOSES ONLY, SINCE 1/1/2014. 2. OWNER/INSTRUCTOR, FEDERAL EMPLOYEE BENEFIT ADVISERS, NON INVESTMENT RELATED, 4389 VIRGINIA BEACH BLVD., SUITE #102, VIRGINIA BEACH, VA 23462, START DATE 1-1-2007, 20 HOURS PER MONTH, MARKET TO FEDERAL HR AND TRAINERS, I TEACH THE WORKSHOPS AND SEMINARS, I PROVIDE EMPLOYEE BENEFIT TRAINING SEMINARS TO FEDERAL AGENCIES.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-03-07
S63	Uniform Securities Agent State Law Examination	2004-06-09

S65 Uniform Investment Adviser Law Examination

2015-03-07
S63 Uniform Securities Agent State Law Examination

2004-06-09

Other Names

Jewell Marice Riddle
Jewell Marice Breckenridge

View on SEC IAPD