Jonathan Sheard
Jonathan Sheard is a registered investment advisor at Centaurus Financial, INC., based in Honesdale, PA, with 22 years of industry experience. Jonathan 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
215 8th Street, Honesdale, PA, 18431
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2023Other Business Activities
Jonathan uses Sage Investments as a DBA for branding purposes. This activity is not investment-related.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
State Registrations19 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
More Advisors
- Andrew Sheard, CFP, ChFCCentaurus Financial, INC.
- Anthony Capristo, CFP, ChFCCentaurus Financial, INC.