JC
JC

Joseph Walter Centofonti

16 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
66,684 clients
Average Client Portfolio
$877K average
Assets Under Management
$58.5B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

780 Carillon Pkwy, St. Petersburg, FL, 33716

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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

Joseph acts as Power of Attorney, Health Care Power of Attorney, and Personal Representative for Katie Centofonti, his partner. He spends minimal time on these duties.

Employment History
Current Registrations
Eagle Asset Management INC
July 2014 - Present · 11 yrs 7 mos
Carillon Fund Distributors, INC.
December 2013 - Present · 12 yrs 2 mos
Carillon Fund Distributors, INC.Broker
December 2013 - Present · 12 yrs 2 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
September 2010 - December 2013 · 3 yrs 3 mos
Raymond James Financial Services, INC.Broker
July 2010 - December 2013 · 3 yrs 5 mos
Ensemble Financial Services, INC.Broker
November 2008 - December 2009 · 1 yr 1 mo
Ameriprise Financial Services, INC.
July 2008 - September 2008 · 2 mos
Ameriprise Financial Services, INC.Broker
June 2008 - September 2008 · 3 mos
State Registrations6 states
FLKYMONCTNVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Joseph Walter Centofonti - Financial Advisor | TrueAdvisor