Jeremy Michael Leibowitz
Investment adviser representative at Prosperitas Financial, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$812.5MFirm 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
14 years in the industry.
- Prosperitas Financial, LLCFeb 2023 to now
- Gwn Securities, Inc.Jan 2019 to Feb 2023
- AXA Advisors, LLCNov 2012 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CA).
Prosperitas Financial, LLC
$812.5MAssets managed
2,138Clients
39Advisers
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
- 6131670
- Firm CRD
- 315768