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Jermaine Guthrie

Prosperity - AN Eisneramper Co.

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About Jermaine Guthrie

Jermaine Guthrie is a financial advisor at Prosperity - An EisnerAmper Company. Jermaine has been in the financial services industry for over 20 years and has a strong background in financial planning, investment management, and retirement planning. Jermaine holds the Series 7, Series 63, Series 66 and Series 24 licenses and is also a Certified Financial Planner. Jermaine has experience working with a variety of clients, including individuals, families, and businesses. Jermaine is committed to providing personalized financial advice and helping clients reach their financial goals.

Firm Information

Jermaine Guthrie is currently registered with Prosperity - AN Eisneramper Co.. Prosperity - AN Eisneramper Co. is a registered investment advisor based in Owings Mills, MD. The firm has 27 licensed agents, 45 investment advisor representatives, and 42 registered representatives. They manage approximately $2.91 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Their services include financial planning, portfolio management, and educational seminars. They do not participate in wrap fee programs.
Prosperity - AN Eisneramper Co.

10065 RED RUN BOULEVARD

OWINGS MILLS, MD 21117

$2.91B

Assets Under Management

2

Total Clients

42

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Jermaine Guthrie’s Registration & Firm History

MD

10/18/2024 - Present

Prosperity - AN Eisneramper Co. (OWINGS MILLS MD)

NY

05/03/2021 - 06/16/2023

MORGAN STANLEY (Purchase NY)

NY

09/14/2011 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)

NY

07/13/2004 - 01/03/2011

E*TRADE SECURITIES LLC (SCARSDALE NY)

NY

03/31/2003 - 03/16/2004

MAXIM GROUP LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/26/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/12/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/20/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jermaine Guthrie.
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