Joseph Jeffry D'urso
Investment adviser representative at Exodus Wealth, LLC
10 yearsExperience
2 statesRegistered in
$483.6MFirm 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
Experience
10 years in the industry.
- Fortune Financial ServicesMay 2021 to now
- Exodus Wealth, LLCJan 2020 to now
- Prosperity Wealth Management Inc.Jun 2019 to now
- Parkland Securities, LLCAug 2017 to Jun 2019
- SpcAug 2017 to Jun 2019
- Integrated Wealth Concepts LLCOct 2016 to Aug 2017
- LPL Financial LLCOct 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, GA).
Exodus Wealth, LLC
$483.6MAssets managed
2,249Clients
56Advisers
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
- 6125743
- Firm CRD
- 174328