Jonah Zane Palmer

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

• 09/2016 → 05/2020
  Chapin-Irmo Recreational Facilities
  Chapin, SC
• 05/2017 → 08/2017
  Miso Sushi
  Chapin, SC
• 06/2020 → 08/2022
  Publix
  Columbia, SC
• 09/2022 → 05/2023
  Target
  Lexington, SC
• 05/2023 → Present
  Cola Wealth Advisors
  Lexington, SC
• 02/2026 → Present
  Centaurus Financial, Inc.
  Anaheim, CA
• 02/2016 → 09/2016
  Spring Hill High School
  Chapin, SC

Other Businesses

1. Mantei and Associates, non-investment related, 4580 Sunset Blvd. Lexington, SC 29072, DBA for branding purposes only. 2. Cola Wealth Advisors, non-investment related. 4580 Sunset Blvd. Lexington, SC 29072, DBA for branding purposed only.

Exams

• S66 Uniform Combined State Law Examination
  2026-08-02