Unclaimed Profile

Jeff Wambolt

CENTRIC INVESTMENT GROUP INC·LITTLETON, Colorado

SIE, Series 6, Series 7TO, Series 63, Series 66Clean record1 years registeredCENTRIC INVESTMENT GROUP INC

13976 W. BOWLES AVENUE, LITTLETON, CO 80127CRD# 4772279Firm CRD# 114066

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeff Wambolt · LITTLETON, CO

Registration

CRD #4772279 · CENTRIC INVESTMENT GROUP INC · 1 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CENTRIC INVESTMENT GROUP INC

CWM, LLC

Oct 2025 – Apr 2026

Littleton, CO

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Nov 2024 – Jan 2025

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7TO

Series 63

Series 66

Registration record

First registered · November 18, 2024

Years registered · 1

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CENTRIC INVESTMENT GROUP INC

CRD 114066 · SEC 801-108235

AUM

$13M

Regulatory assets under management

Employees

70 client accounts

Services offered by CENTRIC INVESTMENT GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CENTRIC INVESTMENT GROUP INC →

Introduction

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Frequently Asked Questions

What services does Jeff Wambolt offer?

Jeff Wambolt specializes in Financial Planning, Investment Management.

What are Jeff Wambolt's credentials?

Jeff Wambolt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeff Wambolt located?

Jeff Wambolt is based in LITTLETON, Colorado, last registered with CENTRIC INVESTMENT GROUP INC.

How does Jeff Wambolt charge for services?

Jeff Wambolt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CENTRIC INVESTMENT GROUP INC?

CENTRIC INVESTMENT GROUP INC has approximately 13 employees and manages $13M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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