Jeannette
Bajalia
Prosperity Capital Advisors
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About this Advisor
Jeannette Bajalia is a financial advisor based in Jacksonville, Florida, working with Prosperity Capital Advisors. Jeannette has previously held positions at Petros Advisory Services, LLC, Woman's Worth, LLC, Petros Tax Services, LLC, Petros Financial Group, LLC, Prosperity Capital Advisors, The Jl Smith Group (D.B.A.), and Petros Financial Group (D.B.A.). Jeannette has passed the Series 65 regulatory exam and is registered to provide services in California, Florida, and Texas. Currently, Jeannette is part of Prosperity Capital Advisors, which operates out of Jacksonville, Florida. The firm has 37 offices and 202 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Prosperity Capital Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prosperity Capital Advisors Brokerage Details
$2,245,308,171
202
9,396
$238,964
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Jeannette Bajalia Work History
Prosperity Capital Advisors
The Jl Smith Group (D.B.A.)
Petros Financial Group (D.B.A.)
Woman'S Worth, LLC
Petros Advisory Services, LLC
Petros Tax Services, LLC
Petros Advisory Services, LLC
Petros Financial Group, LLC
Disclosures
Please visit the SEC profile of Jeannette Bajalia 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 Capital Advisors
Westlake, OH
Lake Charles, LA
Westlake, OH
Arden, NC
Edwardsville, IL
Arden, NC
South Easton, MA
Westlake, OH
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