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Mark anthony Llerena Jiro

Prota Financial

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About Mark anthony Llerena Jiro

Mark Anthony Llerena Jiro is an Investment Advisor Representative at Prota Financial. Mark has been working in the financial industry since 2013 and has extensive experience in providing financial planning and portfolio management services to individuals and businesses. Mark is committed to helping clients achieve their financial goals and has a strong reputation for providing personalized and comprehensive financial advice. Mark holds a Series 65 license and is registered in Texas.

Firm Information

Mark anthony Jiro is currently registered with Prota Financial. Prota Financial is an investment advisor registered with the SEC, headquartered in HOUSTON, TX. They manage over $182 million in assets for a total of 1,324 accounts, including individuals, corporations, and high-net-worth individuals. The firm specializes in providing financial planning and portfolio management services. They are also registered to provide advisory services for selection of other advisors.
Prota Financial

1980 POST OAK BLVD

HOUSTON, TX 77056-3845

$182.02M

Assets Under Management

Not reported

Total Clients

11

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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percentage of assets

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

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Mark anthony Jiro’s Registration & Firm History

TX

02/28/2023 - Present

Prota Financial (HOUSTON TX)

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Licenses & Designations

IA

Issued 02/27/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark anthony Llerena Jiro.
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