Jamie
Hargrave
Prosperity Financial Group, Inc
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About this Advisor
Jamie Hargrave is a financial advisor operating in San Ramon, California with a total of 8 years of relevant experience. Hargrave works at Prosperity Financial Group, Inc. Their career trajectory has included roles at Prosperity Financial Group, Inc, Ameriprise Advisor Services, Ameriprise Financial Services, Inc and Fortune Financial Services, Inc. Hargrave maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Prosperity Financial Group, Inc is a registered investment business that has its headquarters in San Ramon, CA. The investment advisory business has offices in two locations and a total of eight people on staff. It oversees $213 million in assets under management among its 1,100 client accounts, making it one of the mid-sized firms in the United States by assets under management. The firm serves two charitable organizations. Of its 1,100 client accounts, just 6% are held by high-net-worth clients who have at least $1 million in investable assets. Prosperity Financial Group, Inc offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules depend on which services the firm provides the client. Fee types charged by Prosperity Financial Group, Inc most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prosperity Financial Group, Inc Brokerage Details
$213,169,347
8
1,100
$193,790
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jamie Hargrave Work History
Jamie has been registered as a financial advisor for 8 years.*
Prosperity Financial Group, Inc
Fortune Financial Services, Inc
Ameriprise Advisor Services
Ameriprise Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jamie Hargrave to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Prosperity Financial Group, Inc
San Francisco, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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