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John Douglas Jones

Prosperity Capital Advisors

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About John Douglas Jones

John Douglas Jones is an Investment Advisor Representative with Prosperity Capital Advisors. John has been in the financial industry since 2022. John currently holds a Series 65 license. John is based in Newberry, FL. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. John works with clients in creating estate planning documents. John is also a licensed insurance agent and works as a tax preparer. John is on the board of directors for Florida Farm Bureau Gilchrist County, and is the county treasurer and chair for the Young Farmers and Ranchers Committee.

Firm Information

John Jones 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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John Jones’s Registration & Firm History

OH

09/26/2022 - Present

Prosperity Capital Advisors (WESTLAKE OH)

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Licenses & Designations

IA

Issued 08/23/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Douglas Jones.
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