Jerome Duhovic
Jerome Duhovic is a registered investment advisor at Centaurus Financial, INC., based in Anaheim, CA, with 32 years of industry experience. Jerome is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.
Fee Estimator
Location
2300 E. Katella Avenue, Suite #200, Anaheim, CA, 92806
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2011Other Business Activities
Jerome works as a consultant for Hamilton Strategic Marketing and Brokerage Design & Development. He dedicates minimal time to each of these marketing and training consulting roles.
Employment History
Current Registrations
Centaurus Financial, INC.
Pacific Point Securities, LLCBroker
Centaurus Financial, INC.Broker
Previous Registrations
Ameritrade, INC.Broker
Worldxt LLCBroker
Datek Online Financial Services LLCBroker
Iclearing LLCBroker
Icapital Markets LLCBroker
Titan/value Equities Group, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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