Martha Elizabeth Jesse
Investment adviser representative at Prosperity Advisory Group LLC
17 yearsExperience
1 stateRegistered in
$216MFirm assets
5 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
- Pension consulting
Experience
17 years in the industry.
- Prosperity Advisory Group LLCJul 2022 to now
- HomemakerJul 2009 to Jul 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Prosperity Advisory Group LLC
$216MAssets managed
244Clients
3Advisers
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
- 7595175
- Firm CRD
- 310720