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.
Firm
Centaurus Financial, Inc.
Location
Brigham City, UT
Credentials
Series 63, Series 66
Industry experience
33 years
$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%
Centaurus Financial Inc.
2014 - Present (12 years)
Scott And Associates, Inc
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, ChFC®, Series 66
Brigham City, UT
Edward Jones
Series 66
Brigham City, UT
Edward Jones
CFP®, ChFC®, Series 63, Series 66
Brigham City, UT
Edward Jones
Series 66
Brigham City, UT
Edward Jones
Series 63, Series 66
Nibley, UT
Fidelity
Jakob Mohr is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has progressed through various roles within the company since 2021, including Investment Solution Representative III, Investment Solutions Representative II, Investment Solutions Representative I, High Net Worth Associate, and Customer Relationship Advocate. Jakob focuses on helping individuals and families with their financial planning by understanding their lives and co-creating plans to pursue their financial goals. He aims to help clients feel confident and comfortable with their financial plans. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jakob enjoys family activities, golf, skiing, and traveling.
Series 66
Mantua, UT
First Command Advisory Services
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