Jack Heilbron is a registered investment advisor at Centurion Counsel INC, based in San Diego, CA, with 41 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 52 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.40% |
| $250K - $500K | 2.20% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.60% |
| $2M+ | 1.40% |
Fees may be negotiated.
Fee Estimator
Location
4995 Murphy Canyon Road, Suite 300, San Diego, CA, 92123
Get directionsHistory
Regulatory History (2)
Regulatory
June 1998Customer Dispute
February 1994Other Business Activities
Jack is involved in several investment-related activities, including roles as President and Director of Presidio Property Trust, Chief Investment Officer at Centurion Counsel, Inc., and Director/Officer of Netreit Dubose Model Homes. He also holds positions at CI Holding, Inc. and Murphy Canyon Acquisition Corp, and is President of Puppy Toes, Inc., a holding company.
Employment History
Current Registrations
Centurion Counsel INC
Previous Registrations
Centurion Counsel INC
Centurion Institutional Services, INC.Broker
Warner Beck IncorporatedBroker
Nap Financial CorporationBroker
Pim Financial Services, INC.Broker
La Jolla Securities, INC.Broker
American Pacific Securities CorporationBroker
Bateman Eichler, Hill Richards, IncorporatedBroker
Stride SecuritiesBroker
State Registrations3 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.