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Jonathan Freeman

Centura Wealth Advisory

3570 Carmel Mountain Road, #220

San Diego, CA 92130
(858) 7719500

Liberate Your Wealth with Planning, Precision and Purpose

About Centura Wealth Advisory

Centura Wealth Advisory was started with a common vision of its founding members who have been advising clients together for over a decade.

Create an independent advisory firm which goes above and beyond traditional money management to bring only the best value added solutions to our clients; and not be all things to all people.

Centura goes beyond a traditional multi-family office wealth management firm to offer advanced tax and estate planning solutions which traditional wealth managers often lack in expertise, knowledge, or resources to offer their clients.

We invest heavily into technology and systems to provide our clients fully transparent reporting, and tools to make informed decisions around their wealth plan.

Headquartered in San Diego, California, Centura is passionate about our client?s objectives and owns the fiduciary responsibility of protecting their interests.

We strive to be the best in our chosen lines of business, not the biggest.

General Information

Firm Start Year

2014

No.of Employees

20-49

CRD#

6995923

Firm CRD#

296985

Name of Custodial Firm

TD Ameritrade, Fidelity

Years of Experience in Financial Services

25+

Number of Years with Current Firm

2

Work Experience

Firm advisors have several decades of experience and most are CFP certified professionals. We specialize in maximizing your wealth plan, while minimizing the drain from taxes.

I work with the following types of clients

Businesses, Individual Investors

Services

Investment Types

Insurance, Mutual Funds, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Stocks, Annuities, Options & Futures, Bonds

I can meet clients in the following ways

Via email, At my office, Video Conference, Via phone

Firm Information

Firm's Number of Clients

200

Firm's Number of Planning Clients

150

Firm's Number of Managed Clients

200

Assets Managed by Firm

$350,000

Advisor's Number of Clients

200

Advisor's Number of Managed Clients

200

Advisor's Number of Planning Clients

50

Assets Managed by Advisor

n/a

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$1,000,000

Disclosures

https://static.twentyoverten.com/5a6f8baf540e7a393 56c048b/LPMxkM8ZOiQ/ADV-2A-20190328-Firm- Brochure.pdf