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Jeremy Dale Tyler

Prosperity Wealth Management, Inc.

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About Jeremy Dale Tyler

Jeremy Tyler is a financial advisor at Prosperity Wealth Management, Inc., a firm with offices in San Ramon, CA and Springfield, MO. Jeremy has been in the financial services industry since 2001 and is a Certified Financial Planner and Chartered Financial Consultant. Jeremy focuses on providing financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Jeremy has experience with Mutual of Omaha Investor Services, Inc., Fortune Financial Services, Inc. and Questar Capital Corporation.

Firm Information

Jeremy Tyler is currently registered with Prosperity Wealth Management, Inc.. Prosperity Wealth Management, Inc. is a registered investment advisor headquartered in SAN RAMON, CA. The firm manages approximately $243.37 million in assets for 1,611 clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management for individuals, and selection of other advisors.
Prosperity Wealth Management, Inc.

2333 SAN RAMON VALLEY BLVD.

SAN RAMON, CA 94583

$243.37M

Assets Under Management

32

Total Clients

46

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Jeremy Tyler’s Registration & Firm History

CA

01/03/2020 - Present

Prosperity Wealth Management, Inc. (SAN RAMON CA)

MO

11/19/2013 - 12/31/2018

FORTUNE FINANCIAL SERVICES, INC. (SPRINGFIELD MO)

MO

05/07/2010 - 11/11/2013

QUESTAR CAPITAL CORPORATION (SPRINGFIELD MO)

MO

07/20/2004 - 10/10/2008

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (SPRINGFIELD MO)

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Licenses & Designations

BC

Issued 06/22/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Jeremy Dale Tyler. Review regulatory record here.
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