JP
JP

Jonathan Thomas Peddie

24 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
2,691 clients
Average Client Portfolio
$428K average
Assets Under Management
$1.2B

Fee Structure

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Location

3075 Charlevoix Drive Se, Grand Rapids, MI, 49546

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jonathan owns a rental property on South Beach Street in Pentwater, MI, operating it as an AirBnB. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Centennial Securities Company INC
November 2010 - Present · 15 yrs 3 mos
Centennial Securities Company, INC.Broker
October 2001 - Present · 24 yrs 4 mos
State Registrations4 states
FLINMIOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jonathan Thomas Peddie - Financial Advisor | TrueAdvisor