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Jake R Giles

Prosperity Capital Advisors

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About Jake R Giles

Jake R Giles is an investment advisor representative with Prosperity Capital Advisors. Jake holds a Series 63 and 65 license and has been active in the financial industry for over 2 years. Jake also offers fixed insurance products in addition to investment advisory services. He has experience working with individuals, high-net-worth clients, corporations, and pension plans. Jake is committed to providing personalized financial guidance and helping his clients reach their financial goals.

Firm Information

Jake Giles is currently registered with Prosperity Capital Advisors. Prosperity Capital Advisors is an investment advisory firm based in WESTLAKE, OH, with over 96 licensed agents and over 101 investment adviser representatives. They manage over $2.2 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides financial planning, portfolio management, and educational seminars. They also assist clients with selecting other financial advisors.
Prosperity Capital Advisors

30400 DETROIT ROAD

WESTLAKE, OH 44145

$2.25B

Assets Under Management

280

Total Clients

100

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jake Giles’s Registration & Firm History

NC

03/09/2023 - Present

Prosperity Capital Advisors (Arden NC)

GA

03/08/2021 - 11/03/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAVANNAH GA)

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Licenses & Designations

IA

Issued 03/03/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/23/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/06/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/26/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jake R Giles.
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