JC
Jerry R. Citarella
PROSPERITAS FINANCIAL
VALENCIA, CA 91355
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CRD#: 2652683
JC
Professional summary
Jerry Robert Citarella, who also goes by Jerry R Citarella, is a registered financial advisor currently at PROSPERITAS FINANCIAL, LLC located in Valencia, California.
Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Jerry has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 24 and Series 51 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jerry R Citarella
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) INFINITY WEALTH MANAGEMENT POSITION: owner NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 20 START DATE: 12/01/2007 ADDRESS: 23734 Valencia Blvd., Suite 301, Valencia CA 91355 DESCRIPTION: Provide Securities and Investment Advisory Services 2) INFINITY WEALTH MANAGEMENT POSITION: AGENT NATURE: INSURANCE-LIFE/HEALTH AND FIXED ANNUITIES INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 12/01/2007 ADDRESS: 23734 Valencia Blvd., # 301, Valencia CA 91355 DESCRIPTION: Providing insurance based solutions to consumers 3) PROSPERITAS FINANCIAL POSITION: Registered Representative NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 20 START DATE: 10/01/2020 ADDRESS: 25060 Avenue Stanford, suite 100, Valencia CA 91355, United States DESCRIPTION: I am a representative of this OSJ office using the DBA 4) PROSPERITAS FINANCIAL POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 10/26/2020 ADDRESS: 25060 Avenue Stanford, Suite 100, Valencia CA 91355, United States DESCRIPTION: Providing insurance based solutions for clients as an agent. 5) PROSPERITAS FINANCIAL, LLC.: Investment Advisor Representative NATURE: Independent Registered Investment Adviser I-RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 08/30/2021 ADDRESS: 25060 AVENUE STANFORD, SUITE 100, VALENCIA, CA 91355, United States DESCRIPTION: Advisory services as an Investment Advisory Representative through Prosperitas Financial, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Jerry Robert Citarella'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
August 31, 2021 - Present
PROSPERITAS FINANCIAL, LLC
Office #1: 25060 Avenue Stanford Suite 100, Valencia, CA 91355RIA
CRD#: 315768
VALENCIA, CA
Past
December 3, 2007 - April 25, 2022
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
VALENCIA, CA
Past
December 3, 2007 - April 25, 2022
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
VALENCIA, CA
Past
August 24, 2006 - December 4, 2007
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
VALENCIA, CA
Past
August 21, 2006 - December 4, 2007
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
VALENCIA, CA
Past
March 16, 2004 - August 17, 2006
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
VALENCIA, CA
Past
December 16, 2003 - August 17, 2006
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
VALENCIA, CA
Past
March 20, 1998 - December 17, 2003
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Past
October 18, 1995 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
Past
October 18, 1995 - August 30, 1997
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
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".
PF
PROSPERITAS FINANCIAL, LLC
BROWN ASSET MANAGEMENT | SHUPER WEALTH MANAGEMENT | PROSPERITAS FINANCIAL, LLC | BROWN INVESTMENT MANAGEMENT
CRD#: 315768 / SEC#: 801-122207
RIA
Registered Investment Advisory firm - (8/30/2021 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(8/31/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
PF
PROSPERITAS FINANCIAL, LLC
BROWN ASSET MANAGEMENT | SHUPER WEALTH MANAGEMENT | PROSPERITAS FINANCIAL, LLC | BROWN INVESTMENT MANAGEMENT
CRD#: 315768 / SEC#: 801-122207
RIA
Registered Investment Advisory firm - (8/30/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
25060 Avenue Stanford Suite 100, Valencia, CA 91355
Mailing Address
Phone number
(661) 255-9555
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,933 |
| AUM (Assets Under Management) | $ 612,704,601 |
Red Flags
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Company Information
PROSPERITAS FINANCIAL, LLC
CRD#: 315768Valencia, CA 91355TRUST BUT VERIFY
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