Jeran S. Van Alfen

CENTERED FINANCIAL

Carlsbad, CA 92011

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CRD#: 4800106

Professional summary

Jeran Scott Van Alfen, CFP® is a registered financial advisor currently at CENTERED FINANCIAL located in Carlsbad, California and PURSHE KAPLAN STERLING INVESTMENTS located in Carlsbad, California.

Jeran is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Jeran has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)Centered Financial. Investment Related. 701 Palomar Airport Road, Suite 300, Carlsbad, CA. RIA. Managing Member. Start 7/2019. 150 hours per month during trading. Provide investment advisory services, financial planning services, client relationship management. 2) INSURANCE AGENT. NOT INVESTMENT-RELATED. LOCATED AT 6154 INNOVATION WAY, CARLSBAD CA 92009. FIXED INSURANCE SALES. INSURANCE AGENT. STARTED 2/2004. 2 HRS/MO DURING TRADING. DUTIES ARE TO IMPLEMENT FIXED INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeran Scott Van Alfen's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

July 16, 2019 - Present

CENTERED FINANCIAL

Office #1: 701 Palomar Airport Road, Suite 300, Carlsbad, CA 92011

RIA

CRD#: 304535

Carlsbad, CA

Current

December 17, 2018 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 701 Palomar Airport Road Suite 300, Carlsbad, CA 92011

CRD#: 35747

Carlsbad, CA

Past

November 28, 2018 - August 6, 2019

SEASIDE WEALTH MANAGEMENT, INC.

RIA

CRD#: 271039

Carlsbad, CA

Past

August 18, 2015 - September 14, 2018

ANCHOR BAY CAPITAL, INC.

RIA

CRD#: 116913

CARLSBAD, CA

Past

August 18, 2015 - September 14, 2018

ANCHOR BAY SECURITIES, LLC

CRD#: 47360

CARLSBAD, CA

Past

December 6, 2013 - August 19, 2015

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

SALT LAKE CITY, UT

Past

December 6, 2013 - August 19, 2015

EQUITABLE ADVISORS, LLC

CRD#: 6627

SALT LAKE CITY, UT

Past

March 7, 2013 - December 6, 2013

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

KAYSVILLE, UT

Past

October 11, 2004 - December 6, 2013

NYLIFE SECURITIES LLC

CRD#: 5167

KAYSVILLE, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(12/17/2018)

IAR

California
(7/16/2019)

Florida
(5/25/2023)

IAR

Texas
(3/21/2020)

Texas
(4/28/2025)

Utah
(12/17/2018)

IAR

Utah
(7/17/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/6/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/19/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/14/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/10/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/8/2004

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/19/2013

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CENTERED FINANCIAL

CENTERED FINANCIAL | CENTERED FINANCIAL LLC

CRD#: 304535 / SEC#:

California

Registered Investment Advisory firm - (7/16/2019 Approved)

Texas

Registered Investment Advisory firm - (3/13/2020 Conditional Restricted)

Utah

Registered Investment Advisory firm - (7/17/2019 Approved)

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Contact information

Main Address

701 Palomar Airport Road Suite 300, Carlsbad, CA 92011

Mailing Address

Phone number

(760) 931-4729

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	153
AUM (Assets Under Management)	$ 59,077,457

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeran S. Van Alfen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeran Scott Van Alfen's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

SEASIDE WEALTH MANAGEMENT, INC.

ANCHOR BAY CAPITAL, INC.

ANCHOR BAY SECURITIES, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/6/2013

Series 63

Date: 11/19/2004

SIE

Date: 9/14/2018

Series 7

Date: 12/10/2009

Series 6

Date: 10/8/2004

Series 24

Date: 12/19/2013

FINRA

Current Firm

CENTERED FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CENTERED FINANCIAL

TRUST BUT VERIFY

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