Jeannette
Bajalia
Prosperity Capital Advisors
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About this Advisor
Jeannette Bajalia is a financial advisor based out of Jacksonville, Florida who has 1 year of relevant experience. Bajalia is an employee of Prosperity Capital Advisors. Throughout their career, Bajalia has worked 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.). Bajalia holds a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Florida. Prosperity Capital Advisors is an advisory business headquartered in Westlake, OH. The company has offices in 26 locations and a total of 143 financial advisors. It administers $2 billion in assets under management across its 7,565 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to three charitable organizations. Of its 7,565 customer accounts, just 5% are held by high-net-worth investors who have at least $1 million in assets. The firm provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules typically are based on the type of financial services offered. However, fee types billed by Prosperity Capital Advisors can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prosperity Capital Advisors Brokerage Details
$1,712,428,969
143
7,565
$226,362
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
- Other
Jeannette Bajalia Work History
Jeannette has been registered as a financial advisor for 1 years.*
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
*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 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
Westlake, OH
Ft Mitchell, KY
Schererville, IN
Arden, NC
Newberry, FL
Westlake, OH
Red Bank, NJ
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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