Jeremy
Leibowitz

Prosperitas Financial, LLC

CRD#6131670
Investment Advisor
in Valencia, CA

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About this Advisor

Jeremy Leibowitz is a certified financial planner operating out of Valencia, California. Leibowitz is currently employed by Prosperitas Financial, LLC. Leibowitz has gained experience at Axa Advisors, LLC, Gwn Securities, Inc and Prosperitas Financial, LLC. Leibowitz has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Prosperitas Financial, LLC is a registered investment company that has its headquarters in Valencia, CA. The firm has a total of 15 financial advisors. It manages $222 million in assets between its 1,587 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,587 customer accounts, 87% are associated with high-net-worth clients who have greater than $1 million in investable assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules usually vary depending on which service is provided. Fee types billed by Prosperitas Financial, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

25060 Avenue Stanford Suite 100
Valencia, CA 91355

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Prosperitas Financial, LLC Brokerage Details

Total Assets Under Management

$221,789,751

CA Average: $7,578,581,321
Total Number of Employees

15

CA Average: 43
Total Number of Accounts

1,587

CA Average: 3,727
Average Account Size

$139,754

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Jeremy Leibowitz Work History

Jeremy has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Prosperitas Financial, LLC

2019 - 2023 (4 years)

Gwn Securities, Inc

2012 - 2019 (7 years)

Axa Advisors, LLC

*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 Jeremy Leibowitz 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 Prosperitas Financial, LLC

Jeremy Leibowitz
Valencia, CA
Mceathren Herrera
Valencia, CA
Jennifer Brown
Northridge, CA
Dylan Oliva
Valencia, CA
Rian Denich
Valencia, CA
Kieran Wong
Valencia, CA
Jordan Hubbs
Valencia, CA
Corinne Knox
Valencia, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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