Jason Mark Fox
Investment adviser representative at Prosperity Capital Advisors
15 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
15 years in the industry.
- Prosperity Capital AdvisorsFeb 2025 to now
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsFeb 2025 to now
- Evergreen Wealth Advisors (D.B.A. for Advisory Business)Feb 2025 to now
- Evergreen Wealth AdvisorsMay 2024 to Feb 2025
- Jericho JunctionNov 2019 to Dec 2024
- Maple Leaf Foreign Language SchoolOct 2011 to Oct 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 8040317
- Firm CRD
- 156480