Jimmie Ray
Jimmie Ray is a ChFC-designated registered investment advisor at Centaurus Financial, INC., based in Anaheim, CA, with 34 years of industry experience. Jimmie 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
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jimmie is the President/CEO of J.A. Ray Insurance Services, Inc. since 1976, selling various insurance products and occasionally functioning as an expert witness. He also serves as Secretary/Treasurer for the Fellowship of Evangelical Pastors, dedicating a few hours per week to pastoral ministry and administrative tasks.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Travelers Equities Sales, INC.Broker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
State Registrations4 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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