Invested Better
Unclaimed

Unclaimed

Unclaimed

Jerod Luke Bland

Prosperity Capital Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jerod? Claim Your Profile

About Jerod Luke Bland

Jerod Luke Bland is a financial advisor with Prosperity Capital Advisors. Jerod is a licensed insurance agent and offers fixed insurance products including life insurance, annuities, disability insurance, long term care insurance and Medicare supplements. Jerod spends approximately 10 hours per week during trading hours on this activity. Jerod also works with the local chapter of the American Financial Education Alliance (AFEA) and conducts several seminars per month to help eliminate financial illiteracy as part of his marketing efforts. Jerod has been in the financial services industry since 2007 and holds Series 7, Series 66 and SIE licenses. Jerod's previous employers include Wells Fargo Clearing Services, LLC, Center Street Securities, Inc., GWN Securities Inc. and Edward Jones. Jerod has been with Prosperity Capital Advisors since September 2021. Jerod provides financial planning, educational seminars, and portfolio management for businesses and individuals.

Firm Information

Jerod Bland 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jerod Bland’s Registration & Firm History

OH

09/13/2021 - Present

Prosperity Capital Advisors (WESTLAKE OH)

MO

08/02/2019 - 09/01/2021

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

MO

05/29/2014 - 01/04/2016

CENTER STREET SECURITIES, INC. (St. Peters MO)

MO

02/21/2013 - 11/08/2013

GWN SECURITIES INC. (ST. PETERS MO)

MO

11/19/2008 - 10/23/2012

METLIFE SECURITIES INC. (ST. LOUIS MO)

MO

01/04/2007 - 09/05/2008

EDWARD JONES (ST PETERS MO)

Not sure if Jerod Luke Bland is right for you?

Licenses & Designations

BOTH

Issued 04/21/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/31/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/04/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jerod Luke Bland. Review regulatory record here.
Not sure if Jerod Luke Bland is right for you?