Jack K. Heilbron

CENTURION COUNSEL

San Diego, CA 92123

Some features on this profile are disabled

CRD#: 851412

Professional summary

Jack Kendrick Heilbron is a registered financial advisor currently at CENTURION COUNSEL INC located in San Diego, California.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. Jack has worked at 9 firms and has passed the Series 65, Series 63, Series 87, Series 86, Series 55, Series 5, Series 7, Series 53, Series 4 and Series 40 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. PRESIDENT AND DIRECTOR OF PRESIDIO PROPERTY TRUST, A REAL ESTATE INVESTMENT TRUST. INVESTMENT RELATED. LOCATED AT 4995 MURPHY CANYON ROAD, STE 300, SAN DIEGO, CA 92123 2. CENTURION COUNSEL, INC. CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER. INVESTMENT RELATED. LOCATED AT 4995 MURPHY CANYON ROAD, SUITE 300, SAN DIEGO, CA 92123; 3. DIRECTOR/OFFICER OF NETREIT DUBOSE MODEL HOMES. INVESTMENT RELATED. LOCATED AT 4995 MURPHY CANYON ROAD, SUITE 300 SAN DIEGO, CA 92123; 4. CI HOLDING, INC (AND ALL SUBSIDIARIES), PRES/CEO; LOCATED AT 4995 MURPHY CANYON ROAD, SUITE 300 SAN DIEGO, CA 92123;INVESTMENT-RELATED 5. EXPERT WITNESS; INVESTMENT RELATED 6. PUPPY TOES, INC., HOLDING COMPANY; LOCATED AT 4995 MURPHY CANYON ROAD, SUITE 300 SAN DIEGO, CA 92123; PRESIDENT; NOT INVESTMENT RELATED 7. PRESIDENT AND CEO; MURPHY CANYON ACQUISITION CORP; INVESTMENT RELATED: YES; 4995 MURPHY CANYON ROAD SAN DIEGO CALIFORNIA 92123

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Kendrick Heilbron'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®

None

Experience

Current

January 22, 2020 - Present

CENTURION COUNSEL INC

Office #1: 4995 Murphy Canyon Road Suite 300, San Diego, CA 92123

RIA

CRD#: 110083

San Diego, CA

Past

October 1, 2019 - December 31, 2019

CENTURION COUNSEL INC

RIA

CRD#: 110083

SAN DIEGO, CA

Past

March 11, 1998 - December 31, 2012

CENTURION INSTITUTIONAL SERVICES, INC.

CRD#: 33531

ESCONDIDO, CA

Past

July 29, 1988 - January 9, 1990

WARNER BECK INCORPORATED

CRD#: 11076

SAN DIEGO, CA

Past

December 1, 1986 - October 4, 1988

ARAGON FINANCIAL SERVICES, INC.

CRD#: 16023

Past

June 15, 1982 - December 2, 1998

PIM FINANCIAL SERVICES, INC.

CRD#: 10547

SAN MARCOS, CA

Past

December 9, 1981 - November 9, 1982

LA JOLLA SECURITIES, INC.

CRD#: 8182

Past

February 20, 1980 - November 5, 1981

AMERICAN PACIFIC SECURITIES CORPORATION

CRD#: 5003

Past

January 8, 1979 - March 8, 1980

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

CRD#: 76

Past

April 25, 1978 - December 31, 1978

STRIDE SECURITIES

CRD#: 6890

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

California
(1/24/2020)

IAR

Pennsylvania
(1/23/2020)

IAR

Texas
(1/22/2020)

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

IAR

Series 65

Date: 9/30/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/30/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 87

Date: 5/19/2004

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 86

Date: 5/18/2004

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 55

Date: 5/17/2004

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 5

Date: 12/12/1981

Interest Rate Options Examination

General Industry/Product Exam

Series 7

Date: 4/15/1978

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 9/27/1984

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 11/20/1980

Registered Options Principal Examination

Principal/Supervisory Exam

Series 40

Date: 6/17/1978

Registered Principal Examination

Current Firm

CENTURION COUNSEL INC

CENTURION COUNSEL INC | CENTURION COUNSEL,INC.

CRD#: 110083 / SEC#: 801-21350

RIA

Registered Investment Advisory firm - (5/14/2020 Terminated)

California

Registered Investment Advisory firm - (3/12/2020 Approved)

Pennsylvania

Registered Investment Advisory firm - (4/21/2020 Approved)

Texas

Registered Investment Advisory firm - (4/23/2020 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4995 Murphy Canyon Road Suite 300, San Diego, CA 92123

Mailing Address

Phone number

(619) 391-2383

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	143
AUM (Assets Under Management)	$ 58,456,535

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.

Similar Advisors

Paul Neves

LPL FINANCIAL LLC

IAR

SAN DIEGO, CA

Alice Ruiz

SCHWAB WEALTH ADVISORY, INC.

IAR

San Diego, CA

Nilay Barefield

CETERA INVESTMENT ADVISERS LLC

IAR

San Diego, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jack K. Heilbron

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Kendrick Heilbron's CRS (Customer Relationship Summary).

Certified licenses

Experience

CENTURION COUNSEL INC

CENTURION INSTITUTIONAL SERVICES, INC.

WARNER BECK INCORPORATED

ARAGON FINANCIAL SERVICES, INC.

PIM FINANCIAL SERVICES, INC.

LA JOLLA SECURITIES, INC.

AMERICAN PACIFIC SECURITIES CORPORATION

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

STRIDE SECURITIES

State Registrations and Notice Filings

Exams

Series 65

Date: 9/30/2019

Series 63

Date: 3/30/1998

Series 87

Date: 5/19/2004

Series 86

Date: 5/18/2004

Series 55

Date: 5/17/2004

Series 5

Date: 12/12/1981

Series 7

Date: 4/15/1978

Series 53

Date: 9/27/1984

Series 4

Date: 11/20/1980

Series 40

Date: 6/17/1978

Current Firm

CENTURION COUNSEL INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CENTURION COUNSEL INC

TRUST BUT VERIFY

Similar Advisors