Jacob H Tally
Investment adviser representative at Prospero Wealth, LLC
12 yearsExperience
1 stateRegistered in
$110.6MFirm assets
Under 1 yearFirm 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
Experience
12 years in the industry.
- Prospero Wealth, LLCFeb 2025 to now
- Tinegoba LLCFeb 2025 to now
- Self EmployedAug 2024 to Feb 2025
- Cap Hill Brands (acquired and Rebranded As Infinite Commerce)Sep 2021 to Jun 2024
- New EngenJan 2020 to Jun 2021
- Crowd CowFeb 2017 to Jan 2020
- ZulilyJul 2014 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
Prospero Wealth, LLC
$110.6MAssets managed
87Clients
7Advisers
Under 1 yearIn 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
- 4950538
- Firm CRD
- 289966