Luis J. Flores

CENTRAL TRUST BANK

SPRINGFIELD, MO 65807

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CRD#: 6116176

Professional summary

Luis Jason Flores, who also goes by Jason Flores, is a registered financial advisor currently at CENTRAL TRUST BANK located in Springfield, Missouri.

Luis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Luis has worked at 4 firms and has passed the Series 63, Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Flores

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luis Jason Flores's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 12, 2025 - Present

CENTRAL TRUST BANK

Office #1: 3333 S National Ave. Fl. 3, Springfield, MO 65807

RIA

CRD#: 149262

SPRINGFIELD, MO

Past

August 19, 2016 - April 27, 2021

PENSION CONSULTANTS INC

RIA

CRD#: 113914

SPRINGFIELD, MO

Past

November 12, 2012 - July 22, 2013

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

ROGERS, AR

Past

September 20, 2012 - July 23, 2013

PKS ADVISORY SERVICES, LLC

RIA

CRD#: 125648

ROGERS, AR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CENTRAL TRUST BANK

CENTRAL TRUST BANK | THE CENTRAL TRUST BANK

CRD#: 149262 / SEC#: 801-69885

RIA

Registered Investment Advisory firm - (2/26/2009 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Kansas
(7/10/2025)

IAR

Missouri
(2/12/2025)

IAR

Nebraska
(7/14/2025)

IAR

Texas
(7/10/2025)

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.

Exams

State Security Law Exam

Series 63

Date: 11/8/2012

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/20/2012

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 11/2/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CENTRAL TRUST BANK

CENTRAL TRUST BANK | THE CENTRAL TRUST BANK

CRD#: 149262 / SEC#: 801-69885

RIA

Registered Investment Advisory firm - (2/26/2009 Approved)

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Contact information

Main Address

111 East Miller Street, Jefferson City, MO 65102

Mailing Address

Phone number

(573) 634-1105

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	16
AUM (Assets Under Management)	$ 508,626,859

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/17/2024	Cover Page	Report
12/20/2023	Cover Page	Report
11/30/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Advisor Monitoring

Firm Stability Insights

Luis J. Flores

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luis Jason Flores's CRS (Customer Relationship Summary).

Certified licenses

Experience

PENSION CONSULTANTS INC

PURSHE KAPLAN STERLING INVESTMENTS

PKS ADVISORY SERVICES, LLC

Primary Firm SEC Registration

CENTRAL TRUST BANK

State Registrations and Notice Filings

Exams

Series 63

Date: 11/8/2012

Series 65

Date: 7/20/2012

Series 6

Date: 11/2/2012

Current Firm

CENTRAL TRUST BANK

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CENTRAL TRUST BANK

TRUST BUT VERIFY

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