Jennifer Brown
Jennifer Brown is a registered investment advisor at Prosperitas Financial, LLC, based in Northridge, CA, with 20 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,635 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prosperitas Financial offers asset management services where the maximum annual fee charged will not exceed 2.00%. Fees are negotiable and are billed monthly in advance based on the value of the account on the last day of the previous quarter.
For clients utilizing third party managers, the maximum annual fee charged will not exceed 2.40%. This fee is in addition to any fees assessed by the third party manager.
Location
Northridge, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jennifer is the owner and CEO of The Investor Card LLC, a financial and technology startup, dedicating minimal time to it. Jennifer is also a licensed insurance agent since 2019, selling life and health insurance and annuity products through Broker's Alliance.
Employment History
Current Registrations
Prosperitas Financial, LLC
Previous Registrations
Brown Investment Management
Goldey Capital LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.