Jaime Facchino
Investment adviser representative at Prosperity - An Eisneramper Company
10 yearsExperience
1 stateRegistered in
$5BFirm assets
11 yearsFirm in business
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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
10 years in the industry.
- Prosperity - An Eisneramper CompanyFeb 2024 to now
- Dai Securities, LLCMay 2023 to now
- EisneramperJun 2022 to Feb 2024
- Apw IncMay 2022 to May 2023
- Alloy Investment ManagementOct 2021 to May 2022
- Foundations Investment Advisors, LLCOct 2021 to May 2022
- UnemployedJun 2021 to Sep 2021
- Charles Schwab & Co., Inc.Apr 2016 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 4699298
- Firm CRD
- 133777