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Mark anthony Llerena Jiro

Investment adviser representative at Prota Financial
13 yearsExperience
1 stateRegistered in
$270.4MFirm assets
4 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Prota FinancialApr 2022 to now
  2. Management SolutionsJul 2021 to Apr 2022
  3. Job SearchMar 2021 to Jul 2021
  4. WoodJun 2018 to Mar 2021
  5. Parsons CorporationFeb 2018 to Jun 2018
  6. WoodJan 2013 to Feb 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (TX).

Prota Financial

Legal name: Prota Financial, LLC

$270.4MAssets managed
673Clients
15Advisers
4 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
7534611
Firm CRD
283776
Advisor's SEC record (opens in a new tab)
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