TrueAdvisor
TrueAdvisor
JS
CFP
JS
CFP

Justin Simmons

Centura Wealth Advisory
17 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningBusiness OwnersInvestment Management
Centura Wealth Advisory
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
547 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$769.1M

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee

Location

25109 Jefferson Ave, Suite 205, Murrieta, CA, 92562

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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.

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Employment History
Current Registrations
Centura Wealth Advisory
July 2025 - Present · 7 mos
Davies Financial Advisors, INC.
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Commonwealth Financial Network
January 2018 - October 2022 · 4 yrs 9 mos
Commonwealth Financial NetworkBroker
January 2018 - October 2022 · 4 yrs 9 mos
Morgan StanleyBroker
April 2017 - November 2017 · 7 mos
Morgan Stanley
April 2017 - November 2017 · 7 mos
Commonwealth Financial Network
January 2017 - March 2017 · 2 mos
Commonwealth Financial NetworkBroker
January 2017 - March 2017 · 2 mos
Morgan Stanley
June 2009 - September 2016 · 7 yrs 3 mos
Morgan StanleyBroker
June 2009 - September 2016 · 7 yrs 3 mos
Morgan Stanley & CO. Incorporated
January 2008 - June 2009 · 1 yr 5 mos
Morgan Stanley & CO. IncorporatedBroker
November 2007 - June 2009 · 1 yr 7 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.