Advisor at Centaurus Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Santa Barbara, CA 93105
Credentials
Series 66
Industry experience
8 years
Jeffery Chaffin is a financial advisor with Centaurus Financial, Inc. in Santa Barbara, CA, holding a Series 66 designation and eight years of industry experience. He has been with Centaurus Financial since 2017 and has been self-employed since 2004. Outside of his advisory work, he owns a performance training company working with high school teams and athletes, and a window cleaning business, and also serves as a sports announcer for local high school events. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, small businesses, and institutions, offering financial planning, investment management, and access to third-party money managers. The firm uses a combination of fundamental and technical analysis and offers various managed account programs and retirement-plan advisory services.
Based on Centaurus Financial, Inc.
Based on Centaurus Financial, Inc.
$0+: up to 2.25% annually (maximum advisory fee) $25,000+: up to 1.50% annually for Advisory Annuity and Variable Life Management programs $25,000+: 1.35% annually for Adviser-Directed program
Commission may be received on sales of annuities, variable life policies, and alternative investments purchased through affiliated Broker-Dealer; advisory fees waived for 12 months following purchase if commission received
Financial planning and consulting services fees are negotiable and may be charged on an hourly basis, specific rates not stated
Account minimum: $25,000 Fee-only: Negotiable fees, generally asset-based, ranging up to 2.25% annually for most advisory programs; financial planning fees negotiable based on services provided; TPMM advisory fees range from 1.00% to 3.00%
3902 State Street, Suite #101
Santa Barbara, CA 93105
California
Centaurus Financial, Inc.
2017 - Present (9 years)
Self Employed
2010 - Present (16 years)
Self Employed
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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