Jeffrey Scott Warnkin
Investment adviser representative at Prosperity Capital Advisors
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$4.4BFirm assets
Are you Jeffrey Scott Warnkin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Innovation Partners LLCOct 2020 to now
- Jl Smith Holistic Wealth Management (dba for Advisory Business)Mar 2012 to now
- Prosperity Capital AdvisorsFeb 2012 to now
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsFeb 2012 to now
- Mercap Securities, LLCJan 2012 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Prosperity Capital Advisors
Legal name: C2p Capital Advisory Group, LLC
$4.4BAssets managed
7,548Clients
103Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1445683
- Firm CRD
- 156480