JJ
JJ

Janice Janjanin

31 Years of Experience
Youngstown, OH
BrokerSells Insurance

Janice Janjanin is a registered investment advisor at Centaurus Financial, INC., based in Youngstown, OH, with 31 years of industry experience. Janice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
429 advisors
Number of Clients
38,049 clients
Average Client Portfolio
$193K average
Assets Under Management
$7.3B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.

Maximum advisory fees:

  • Alpha, Beta, ABJ, Omega, Delta: 2.25%
  • AA & VL: 1.50%
  • Adviser-Directed: 1.35%
  • FlexUMA: 2.25%

Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.

Loading...

Location

7453 Tiffany South, Suite #1, Youngstown, OH, 44514

Get directions

History

Regulatory History
Clean regulatory record

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

Janice is the owner/sole member of Janjanin Financial Group since 2015, a non-investment related DBA. She spends a few hours per week on the sale of property and casualty insurance, life, health, disability, and long-term care insurance.

Employment History
Current Registrations
Centaurus Financial, INC.
January 2010 - Present · 16 yrs 4 mos
Centaurus Financial, INC.Broker
January 2010 - Present · 16 yrs 4 mos
Previous Registrations
Questar Asset Management, INC.
August 2007 - December 2009 · 2 yrs 4 mos
Questar Capital CorporationBroker
November 2005 - December 2009 · 4 yrs 1 mo
Allegheny Investments, LTD.Broker
October 2004 - November 2005 · 1 yr 1 mo
Mony Securities Corporation
October 2002 - July 2004 · 1 yr 9 mos
Mony Securities CorporationBroker
June 1994 - July 2004 · 10 yrs 1 mo
State Registrations19 states
ALAZCACOFLINMAMDMINCNHNVNYOHPASCTXVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.