AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JB

James H. Byers

Some features on this profile are disabled
CRD#: 37533
JB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Homer Byers was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1972. James had worked at 16 firms and has passed the Series 63 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 17, 2011 - January 13, 2017

PROSPERITY ECONOMICS PARTNERS, LLC

RIA
CRD#: 148122
PARKER, CO
Past

July 23, 2007 - December 13, 2007

INSPHERE SECURITIES, INC.

BD
CRD#: 136433
SALT LAKE CITY, UT
Past

October 1, 2004 - December 31, 2005

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
CINCINNATI, OH
Past

July 3, 2002 - May 23, 2003

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

January 18, 2002 - April 19, 2002

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

October 2, 2000 - August 16, 2001

AURA FINANCIAL SERVICES, INC.

BD
CRD#: 42822
BIRMINGHAM, AL
Past

November 10, 1999 - October 11, 2000

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
PHOENIX, AZ
Past

May 9, 1997 - February 1, 1999

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
CINCINNATI, OH
Past

August 10, 1993 - April 9, 1997

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

June 23, 1993 - August 12, 1993

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
SYRACUSE, NY
Past

May 5, 1993 - February 26, 1998

CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC.

BD
CRD#: 24220
GREENWOOD VILLAGE, CO
Past

August 5, 1991 - October 27, 1992

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

January 2, 1991 - January 24, 1991

LASALLE ST SECURITIES, L.L.C.

BD
CRD#: 7191
ELMHURST, IL
Past

October 9, 1989 - December 31, 1990

HISTORIC SQUARE EQUITIES, INCORPORATED

BD
CRD#: 15069
CHICAGO, IL
Past

April 27, 1987 - October 20, 1989

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

August 30, 1984 - May 8, 1987

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
Past

June 17, 1982 - September 26, 1984

OSAIC FS, INC.

BD
CRD#: 3870
Past

December 30, 1974 - November 28, 1980

VP DISTRIBUTORS LLC

BD
CRD#: 3036
Past

June 19, 1973 - February 7, 1975

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
Past

April 19, 1972 - December 24, 1972

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/17/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 4/12/1972
Registered Representative Examination

Current Firm


PE
PROSPERITY ECONOMICS PARTNERS, LLC
ADVANCED CAPITAL GROUP | WISE MONEY STRATEGIES | SOVEREIGN WEALTH SOLUTIONS | R. S. MATTEI & COMPANY | PROSPERITY INTELLIGENCE | PROSPERITY ECONOMICS PARTNERS, LLC | PARTNERS FOR PROSPERITY, LLC | PARTNERS FOR PROSPERITY, INC. | PARTNERS FOR PROSPERITY | PARTNERS FOR FISCAL FITNESS | LIBERATED INVESTOR ADVISORS | KINGDOM CALLING | INNOVATIVE INSURANCE ADVISORS | FRANK THE INSURANCE MAN AGENCY | FINANCIAL TAILWINDS

CRD#: 148122 / SEC#: 801-69706

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Chicago, IL
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PROSPERITY ECONOMICS PARTNERS, LLC

CRD#: 148122

TRUST BUT VERIFY

Monitor James Byers

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics