Jordan
Hubbs

Prosperitas Financial, LLC

CRD#7643985
Investment Advisor
in Valencia, CA

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About this Advisor

Jordan Hubbs is a financial advisor based in Valencia, California with 1 year of relevant experience. Hubbs is an employee of Prosperitas Financial, LLC. During their career, Hubbs has held roles at Prosperitas Financial, LLC, Team Edge, Inc, J2 Global, Inc, The Tea Gardens, Crossroads Community Church, Starbucks and Six Flags Magic Mountain. Hubbs maintains a Series 65 license, designating them as an investment advisor representative, and is able to operate in California. Prosperitas Financial, LLC is a financial advisory company operating out of Valencia, CA. The firm has a total of 15 employees. It administers $222 million in total assets among its 1,587 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,587 customer accounts, 87% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management largely depend on which services the firm provides the client. However, fees billed by Prosperitas Financial, LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

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

Jordan Hubbs Work History

Jordan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Prosperitas Financial, LLC

2019 - Present (5 years)

Team Edge, Inc

2018 - 2019 (1 year)

J2 Global, Inc

2017 - 2017 (< 1 year)

The Tea Gardens

2016 - 2017 (1 year)

Crossroads Community Church

2015 - 2016 (1 year)

The Tea Gardens

2013 - 2015 (2 years)

Starbucks

2011 - 2013 (2 years)

Six Flags Magic Mountain

*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 Jordan Hubbs 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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