Jeffrey
Warnkin
Prosperity Capital Advisors
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About this Advisor
Jeffrey Warnkin is a financial advisor based in Westlake, Ohio, working with Prosperity Capital Advisors. Jeffrey has previously held positions at C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors, Mercap Securities, LLC, Innovation Partners LLC, and Jl Smith Group (D.B.A.). Jeffrey has passed the Series 63 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Jeffrey is part of Prosperity Capital Advisors, which operates out of Westlake, Ohio. 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
Jeffrey Warnkin Work History
Innovation Partners LLC
C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors
Jl Smith Group (D.B.A.)
Mercap Securities, LLC
Disclosures
Please visit the SEC profile of Jeffrey Warnkin 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
Arden, NC
Westlake, OH
Arden, NC
Westlake, OH
South Easton, MA
Westlake, OH
Lake Charles, LA
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