Shea Jordan Weiner
Investment adviser representative at Prosperitas Financial, LLC
11 yearsExperience
1 stateRegistered in
$812.5MFirm 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
11 years in the industry.
- Prosperitas Financial, LLCSep 2025 to now
- Northwestern MutualJun 2025 to Jul 2025
- Undergraduate EducationJan 2020 to Jun 2025
- Secondary EducationJan 2015 to Jan 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8039652
- Firm CRD
- 315768