James Thomas Riner

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 06/2020
  Centaurus Financial, Inc.
  Anaheim, CA
• 06/2020 → 10/2023
  Crown Capital Securities, Lp
  Orange, CA
• 06/1975 → Present
  James Riner & Associates
  Redlands, CA
• 08/2023 → Present
  Centaurus Financial, Inc.
  Anaheim, CA

Previous Registrations

• 2020-06-12 → 2023-10-19
  Crown Capital Securities, L.P.
  Orange, CA
  Redlands, CA
  Redlands, CA
• 2013-06-18 → 2020-06-10
  Centaurus Financial, Inc.
  Anaheim, CA
  Redlands, CA
• 2000-01-31 → 2013-07-02
  Crown Capital Securities, L.P.
  Redlands, CA

Other Businesses

OWNER, JAMES RINER & ASSOCIATES, 1706 PLUM LANE, SUITE #109, REDLANDS, CA 92374. NON INVESTMENT RELATED. DBA FOR BRANDING PURPOSES ONLY.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-07-12

Other Names

• Jim Riner