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RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

Jason Roberts Coles

Advisor at CENTAURUS FINANCIAL, INC.

IRVINE, CA | WESTLAKE VILLAGE, CA

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Search this name across graphsid dfx:ria:4d7d5af8-7b52-4bbb-a6d5-434a4f39f5fb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 2, 1999 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CENTAURUS FINANCIAL, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 5, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 20
Exams: S63|S65
First exam: Jul 5, 1995
First registration: Apr 2, 1999
Dual registered: yes, broker-dealer
IAPD individual key: 2632270

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CENTAURUS FINANCIAL, INC.	Bd affiliated wealth	Aug 9, 2017	n/a	yes	IRVINE, CA\|WESTLAKE VILLAGE, CA	Current employment
FINANCIAL WEST GROUP	Former SEC adviser	Nov 18, 2011	Aug 9, 2017	no	IRVINE, CA\|IRVINE, CA\|WESTLAKE VILLAGE, CA	Previous registration
TORREY PINES SECURITIES, INC.	n/a	Oct 26, 2010	Nov 21, 2011	no	IRVINE, CA\|SAN DIEGO, CA	Previous registration
COOPER MCMANUS	Independent wealth	Apr 30, 2008	Aug 23, 2010	no	IRVINE, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Mar 30, 2004	Jan 15, 2008	no	FOOTHILL RANCH, CA\|COSTA MESA, CA\|RANCHO SANTA MARGARITA, CA\|NEWPORT BEACH, CA\|FOOTHILL RANCH, CA\|IRVINE, CA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Apr 2, 1999	Feb 10, 2004	no	IRVINE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FINANCIAL WEST GROUP	CENTAURUS FINANCIAL, INC.	Aug 9, 2017	Aug 9, 2017	0	Firm change	Other
TORREY PINES SECURITIES, INC.	FINANCIAL WEST GROUP	Nov 21, 2011	Nov 18, 2011	-3	Firm change	Other
COOPER MCMANUS	TORREY PINES SECURITIES, INC.	Aug 23, 2010	Oct 26, 2010	64	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	COOPER MCMANUS	Jan 15, 2008	Apr 30, 2008	106	Firm change	Other
STRATEGIC ADVISERS LLC	WELLS FARGO INVESTMENTS, LLC	Feb 10, 2004	Mar 30, 2004	49	Firm change	Other

Relationships

Registered with (6)

→ CENTAURUS FINANCIAL, INC.Registered adviserregistration: current employment
Aug 9, 2017 to presentfactForm ADV
→ FINANCIAL WEST GROUPRegistered adviserregistration: previous registration
Nov 18, 2011 to Aug 9, 2017factForm ADV
→ TORREY PINES SECURITIES, INC.Registered adviserregistration: previous registration
Oct 26, 2010 to Nov 21, 2011factForm ADV
→ COOPER MCMANUSRegistered adviserregistration: previous registration
Apr 30, 2008 to Aug 23, 2010factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Mar 30, 2004 to Jan 15, 2008factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Apr 2, 1999 to Feb 10, 2004factForm ADV

Dated events

No dated event names this entity yet.