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John Paul Harnish

Investment adviser representative at Prosperity Advisory Group LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$216MFirm 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

Experience

19 years in the industry.

  1. Prosperity Advisory Group LLCSep 2020 to now
  2. Cadaret, Grant & Co., Inc.Jun 2004 to Jun 2025
  3. Km Advisory ServicesApr 2002 to Aug 2021
  4. Km Investment ServicesApr 2002 to Jul 2021

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004

State registrations

Registered as an investment adviser representative in 2 states (NY, TX).

Prosperity Advisory Group LLC

$216MAssets managed
244Clients
3Advisers
5 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
4813106
Firm CRD
310720
Advisor's SEC record (opens in a new tab)
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