Justin Paul Shure
Investment adviser representative at Prosperity - An Eisneramper Company
17 yearsExperience
1 stateRegistered 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
17 years in the industry.
- Dai Securities LLCJul 2024 to now
- Prosperity - An Eisneramper CompanyJun 2024 to now
- 1417 CapitalJan 2024 to Jun 2024
- Bay Colony AdvisorsAug 2020 to Dec 2023
- Charles Schwab & Co., Inc.Jun 2009 to Aug 2020
- Charles Schwab BankJun 2009 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 4732894
- Firm CRD
- 133777