Jermaine Guthrie
Investment adviser representative at Prosperity - An Eisneramper Company
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5BFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Dai Securities LLCApr 2025 to now
- Prosperity - An Eisneramper CompanyOct 2024 to now
- Mariner Wealth AdvisorsJun 2023 to Sep 2024
- Morgan StanleyMar 2021 to Jun 2023
- UnemployedDec 2020 to Mar 2021
- TIAAJun 2011 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Prosperity - An Eisneramper Company
Legal name: The Prosperity Consulting Group, LLC
$5BAssets managed
2,412Clients
65Advisers
11 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
- 4627005
- Firm CRD
- 133777