James Daniel Roberts

Financial advisor at Centennial Securities Company Inc

Last updated 2026-10-10

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James Daniel Roberts is a financial advisor at Centennial Securities Company Inc, CRD 4909324. Licenses and exams on the registration: Series 66. IAPD registration began 2010-12-22.

Registration

CRD number
4909324
Registration status
Active
IAPD registration
2010-12-22
Industry Experience
15 years
Work Experience
21 years
States registered
MI

Licenses and exams

  • Series 66

Work history

  • 2004-11 to Present · Jim Roberts Enterprises · St. Joseph, MI
  • 2005-01 to Present · Centennial Securities Co., LLC · Grand Rapids, MI

Current employment

SEC IAPD record for James Daniel Roberts

Centennial Securities Company Inc

Regulatory AUM
$1,335,217,612
Registered advisors
38
Offices
8
Clients per advisor
66.3 (Moderate)
Average AUM per client
$529.8K (Low)
High-net-worth client ratio
16.4% (Moderate)

Centennial Securities Company Inc: advisors, services and reported ETF investments

About

James Daniel Roberts is a financial advisor at Centennial Securities Company, Inc.. Reported securities licenses include Series 66. The latest record indicates 15 years of industry experience and 21 years of reported work history. Reported roles include Centennial Securities Co., LLC, Jim Roberts Enterprises.

SEC disclosures list additional business and community activities: 1: Joseph mi 49085 - began june, 2019 - president - nature of business and duties: investing and consulting services and financial planning - indefinite term - receiving compensation and i do have a personal investment in the business - 30 hours during business/week; 2.

Centennial Securities Company Inc's firm-level Form ADV reports 38 advisors across 8 offices; approximately 66.3 clients per advisor, average assets per client of $529,848, and regulatory AUM of $1.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Centennial Securities Company Inc on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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