JW
Jude H. Wilson
PROSPERITY CAPITAL ADVISORS
Orlando, FL 32801
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CRD#: 2520624
JW
Professional summary
Jude Harvey Wilson is a registered financial advisor currently at PROSPERITY CAPITAL ADVISORS located in Orlando, Florida.
Jude is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jude has worked at 12 firms and has passed the Series 63, Series 65, SIE, Series 31, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Mr. Wilson is a licensed insurance agent. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Mr. Wilson spends approx. 20 hrs/week during trading hours on this activity. 2) Mr. Wilson is the Director and website content creator of www.thetaxbomb.com starting in April of 2023. The website seeks to provide educational resources about tax considerations for future goals. Mr. Wilson spends approximately one hour per month on this activity during trading hour. This is not an investment related activity. 3) Mr. Wilson is a board member of Goodwill Industries of Central Florida. As a board member Mr. Wilson participates in periodic board meetings and advises on operations. Mr. Wilson spends approximately ten hours per month on this activity during trading hours. This is not an investment related activity. 4) Mr. Wilson is the Owner of Wilson Group Financial Management, LLC d.b.a. Centrus Financial Strategies which is the operating entity for Mr. Wilson's advisory and insurance business. Mr. Wilson spends approximately forty hours per week during trading hours working under this entity.
CRS (Client Relationship Summary) - RIA
Click below to view Jude Harvey Wilson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 5, 2023 - Present
PROSPERITY CAPITAL ADVISORS
Office #1: 121 South Orange Avenue North Tower, Suite 1500, Orlando, FL 32801Office #2: 4502 Cortez Rd. W. Suite 302, Bradenton, FL 34210RIA
CRD#: 156480
Orlando, FL
Past
August 20, 2014 - September 27, 2023
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
Orlando, FL
Past
August 11, 2014 - September 27, 2023
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
Bradenton, FL
Past
June 15, 2012 - August 29, 2014
FIRST ALLIED ADVISORY SERVICES, INC.
RIA
CRD#: 137888
ORLANDO, FL
Past
May 11, 2009 - July 2, 2012
FIRST ALLIED SECURITIES, INC.
RIA
CRD#: 32444
PONTE VEDRA BEACH, FL
Past
May 5, 2009 - August 15, 2014
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
PONTE VEDRA BEACH, FL
Past
December 1, 2006 - May 20, 2009
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
WINTER PARK, FL
Past
October 31, 2006 - May 20, 2009
QUESTAR ASSET MANAGEMENT, INC.
RIA
CRD#: 133358
WINTER PARK, FL
Past
December 9, 2003 - June 16, 2006
USALLIANZ SECURITIES, INC.
RIA
CRD#: 40875
WINTER PARK, FL
Past
December 2, 2003 - December 1, 2006
USALLIANZ SECURITIES, INC.
BD
CRD#: 40875
WINTER PARK, FL
Past
January 25, 2002 - August 1, 2002
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
ATLANTA, GA
Past
June 28, 2000 - November 6, 2001
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Past
January 9, 1997 - September 25, 1998
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
August 9, 1994 - July 22, 1998
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PC
PROSPERITY CAPITAL ADVISORS
C2P CAPITAL ADVISORY GROUP, LLC | WEALTH LOGIC SOLUTIONS | UNITED FINANCIAL SOLUTIONS | THE SMITH GROUP TAX & WEALTH ADVISORS | THE JL SMITH GROUP | THE CHAMBERLIN GROUP | PROSPERITY CAPITAL ADVISORS
CRD#: 156480 / SEC#: 801-72187
RIA
Registered Investment Advisory firm - (3/22/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(9/5/2023)
IAR
Florida(9/12/2023)
IAR
Texas(10/27/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PC
PROSPERITY CAPITAL ADVISORS
C2P CAPITAL ADVISORY GROUP, LLC | WEALTH LOGIC SOLUTIONS | UNITED FINANCIAL SOLUTIONS | THE SMITH GROUP TAX & WEALTH ADVISORS | THE JL SMITH GROUP | THE CHAMBERLIN GROUP | PROSPERITY CAPITAL ADVISORS
CRD#: 156480 / SEC#: 801-72187
RIA
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Contact information
Main Address
30400 Detroit Road Suite 201, Westlake, OH 44145
Mailing Address
Phone number
(888) 240-0064
Established
Firm type
Fiscal year end
# of Employees
202
SEC notice filing (42 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 14,823 |
| AUM (Assets Under Management) | $ 3,684,966,200 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
