Jake R Giles
Investment adviser representative at Prosperity Capital Advisors
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Prosperity Capital AdvisorsMar 2023 to now
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsMar 2023 to now
- Infinity Wealth Management (D.B.A. for Advisory Business)Oct 2022 to now
- Pure Wealth StrategiesMay 2020 to Oct 2022
- Northwestern Mutual Investment Services LLCJun 2019 to Oct 2022
- StudentAug 2016 to Jul 2020
- Graphic ComponentsJul 2016 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7119322
- Firm CRD
- 156480