Jeannette Bajalia
Investment adviser representative at Prosperity Capital Advisors
17 yearsExperience
4 statesRegistered in
$4.4BFirm assets
15 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
- Seminars and workshops
Experience
17 years in the industry.
- Jl Smith Holistic Wealth Management (dba for Advisory Business)Oct 2022 to now
- Prosperity Capital AdvisorsJul 2022 to now
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsJul 2022 to now
- Woman's Worth, LLCJun 2010 to now
- Petros Financial Group (D.B.A.)Oct 2022 to Feb 2023
- Petros Tax Services, LLCMay 2018 to Oct 2022
- Petros Advisory Services, LLCApr 2014 to Feb 2023
- Petros Financial Group, LLCSep 2009 to Oct 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, GA, TX).
Prosperity Capital Advisors
Legal name: C2p Capital Advisory Group, LLC
$4.4BAssets managed
7,548Clients
103Advisers
15 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
- 6693642
- Firm CRD
- 156480