Jason Roth is a registered investment advisor at Centoic, based in San Francisco, CA, with 1 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Centoic provides advice on investments through its interactive website and tools. Clients can build target portfolios and receive advice on asset allocation based on their risk tolerance. The firm provides education and research tools to help clients understand their investment choices, including index funds, mutual funds, and exchange-traded funds. The website sends reminders to clients to make contributions and adjust investment amounts. Centoic does not have access to client accounts.
Location
San Francisco, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Centoic
State Registrations1 state
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