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Robert Andrew Jackson

Centaurus Financial, Inc.

Atlanta, GA

Anaheim, CA

CRD 2034833

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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

AuthorityCategoryStatusDate
FL RA APPROVED 2021-09-21
NC RA APPROVED 2021-02-23
AL RA APPROVED 2020-04-28
SC RA APPROVED 2020-01-07
GA RA APPROVED 2005-04-29
  • FL RA
    APPROVED
    Since 2021-09-21
  • NC RA
    APPROVED
    Since 2021-02-23
  • AL RA
    APPROVED
    Since 2020-04-28
  • SC RA
    APPROVED
    Since 2020-01-07
  • GA RA
    APPROVED
    Since 2005-04-29

Branch Locations

Seven Dunwoody Park Suite #121, Atlanta, GA 30338 • United States

2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • 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
OrganizationCityStateFromTo
Centaurus Financial, Inc. Orange CA 04/2001 Present
Other Businesses

1. ATLANTIC INTERNATIONAL COMPANY OF GA POSITION: VP NATURE: Sales of Health Insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 03/01/1994 ADDRESS: 7 Dunwoody Park, Ste. 121, Atlanta GA 30338, United States DESCRIPTION: Sales of health insurance. 2. WOLF RIVER EXPRESS POSITION: member NATURE: Semi-Tractor Trailer hauling of refrigerated goods Company is currently going through a Chapter 11 Reorganization to restructure their debt. Plan is to have it completed within 6 months. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 03/19/2018 ADDRESS: 310 Mann Dr, Piperton TN 38017, United States DESCRIPTION: Investing money to help start business for my cousin

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-03-03
S63 Uniform Securities Agent State Law Examination 1990-03-15
  • S65 Uniform Investment Adviser Law Examination
    2005-03-03
  • S63 Uniform Securities Agent State Law Examination
    1990-03-15

View on SEC IAPD

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