Jake
Giles
Prosperity Capital Advisors
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About this Advisor
Jake Giles is a financial advisor based in Arden, North Carolina, working with Prosperity Capital Advisors. Jake has previously held positions at Graphic Components, Quaintance Weaver, Student, Northwestern Mutual Investment Services LLC, Pure Wealth Strategies, C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors, and Infinity Wealth Management (D.B.A. For Advisory Business). Jake has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in North Carolina. Currently, Jake is part of Prosperity Capital Advisors, which operates out of Arden, North Carolina. 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
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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
Jake Giles Work History
C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors
Infinity Wealth Management (D.B.A. For Advisory Business)
Northwestern Mutual Investment Services LLC
Pure Wealth Strategies
Northwestern Mutual Investment Services LLC
Graphic Components
Student
Quaintance Weaver
Disclosures
Please visit the SEC profile of Jake Giles 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
South Easton, MA
Westlake, OH
Arden, NC
Westlake, OH
Arden, NC
Westlake, OH
Lake Charles, LA
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