John
Jones
Prosperity Capital Advisors
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About this Advisor
John Jones is a financial advisor operating out of Newberry, Florida who has 1 year of relevant experience. Jones is an advisor for Prosperity Capital Advisors. Over the course of their career, Jones has held roles at C2P Capital Advisory Group D.B.A. Prosperity Capital Advisors, Heritage Financial Solutions, Jones Farm, 83 Farms, LLC, Vanaernam Farms, Inc, Cook Farms, Saint Leo University and Homeschooled. Jones holds a Series 65 license, which qualifies them as an investment advisor representative, and can work in Florida. Prosperity Capital Advisors is an advisory company operating out of Westlake, OH. The company has offices in 26 locations and a total of 143 financial advisors. It has $2 billion in assets under management between its 7,565 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves three charitable organizations. Of its 7,565 accounts, just 5% belong to high-net-worth individuals who have more than $1 million in investable assets. The business provides a number of services, including 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 largely are based on which service is offered. Fees billed by Prosperity Capital Advisors can include some combination 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
John Jones Work History
John has been registered as a financial advisor for 1 years.*
C2P Capital Advisory Group D.B.A. Prosperity Capital Advisors
Heritage Financial Solutions
Jones Farm
Saint Leo University
83 Farms, LLC
Vanaernam Farms, Inc
Cook Farms
Homeschooled
*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 John Jones 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
Arden, NC
Westlake, OH
Westlake, OH
Schererville, IN
Ft Mitchell, KY
Westlake, OH
Saint Louis, MO
Westlake, OH
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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