Jack K. Heilbron (b. 1950), CRD – 841412, is a founder of CI Holding Group, Inc. and its subsidiaries, including Bishop-Crown Investment Research, Inc., a Due Diligence and Research Company, and Centurion Counsel, Inc. Mr. Heilbron currently serves as Chief Executive Officer and Chief Investment Officer for Centurion Counsel, Inc., where he is responsible for investment management.
Mr. Heilbron graduated with a Bachelor of Science degree in Accounting from California Polytechnic University at San Luis Obispo. He has passed professional qualifying examinations for General Securities (Series 7), General Securities Principal (Series 40), Municipal Securities Principal (Series 53), Options Principal (Series 4), Registered Investment Advisor (Series 65), Equity Trader Representative (Series 55), Interest Rate Options Representative (Series 5), Research Analyst (Series 86/87), and State Agent (Series 63).
Mr. Heilbron’s background includes working as a Senior Auditor for the State of California Department of Corporations specializing in the review and audit of securities and syndication firms including recommending and enforcing cease and desist orders, a registered principal with a major New York Stock Exchange firm, and a due diligence analyst for Bishop-Crown Investment Research, Inc. Mr. Heilbron was instrumental in the formation of a NYSE listed REIT and a non-traded public REIT for which he is responsible for acquisitions of retail, single tenant, and office properties. Mr. Heilbron has also served as a restructuring analyst working to protect the limited partner’s interests in real property, oil and gas, and venture capital negotiations. He has served as a FINRA Arbitrator and as an expert witness in numerous lawsuits involving securities litigation. His views on investments have been quoted in the Los Angeles Times, New York Times, San Diego Union Tribune, Barrons, and USA Today, as well as the subject of features on CNBC. He is a frequent speaker at conferences and seminars on the topic of investments.
Steven Foss (b. 1965), CRD-2415079, is the Operations Manager and Chief Compliance Officer for Centurion Counsel and Principal Trader. He joined Centurion Counsel in 1993 as an assistant portfolio manager. Prior to his affiliation with Centurion Counsel, he was associated with PIM Financial Services, Inc. in various capacities, including assistant trader, assistant compliance officer and due diligence officer.
Mr. Foss graduated from North Carolina State University with Bachelor of Arts degrees in Economics and Business Management. He holds current licenses for Options Principal (Series 4), General Securities (Series 7), General Securities Principal (Series 24), Futures Managed Funds (Series 31), Equity Trader Representative (Series 55), State Agent (Series 63), and Registered Investment Adviser (Series 65).
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