JB
Jared S. Bolotin
PROSPERITY - AN EISNERAMPER COMPANY
Fort Lauderdale, FL 33324
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CRD#: 5405700
JB
Professional summary
Jared S Bolotin, who also goes by Jared Bolotin, Yehuda Zolman Bolotin, is a registered financial advisor currently at PROSPERITY - AN EISNERAMPER COMPANY located in Fort Lauderdale, Florida and DAI SECURITIES, LLC located in Fort Lauderdale, Florida.
Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jared has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jared Bolotin | Yehuda Zolman Bolotin
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. Fixed Insurance and Annuity Sales. Investment Related. 900 South Pine Island Road, Suite 110, Fort Lauderdale, FL 33324. Nature: Fixed Annuity and Insurance Sales. Title/Position: Insurance Agent. Start Date: 03/2014. Approx. 5 hours per month devoted to business, 5 hour during securities trading. 2. NAME: BROWARD SHERIFF'S ADVISORY COUNCIL INV REL: Y ADD: 1815 NW 51ST PLACE, SUITE 1 FORT LAUDERDALE, FL 33309 NATURE: BOARD SERVICE POSITION: EXECUTIVE BOARD MEMBER/TREASURER START DATE: 02/01/2025 NO. HR/MO: 4 NO. HR/MO DURING TRADING: 0 DESCRIBE DUTIES: OVERSEE AND HELP WITH THE BUDGET AND WORK WITH THE BOOKKEEPER/CPA TO FILE THE TAXES. WILL ALSO VOTE ON WHICH GRANTS/REQUESTS GET APPROVED TO HELP WITH FIRST RESPONDERS.
CRS (Client Relationship Summary) - RIA
Click below to view Jared S Bolotin'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, 2025 - Present
PROSPERITY - AN EISNERAMPER COMPANY
Office #1: 900 South Pine Island Road Suite 110, Fort Lauderdale, FL 33324RIA
CRD#: 133777
Fort Lauderdale, FL
Current
September 9, 2025 - Present
DAI SECURITIES, LLC
Office #1: 900 S Pine Island Rd Suite 110, Fort Lauderdale, FL 33324BD
CRD#: 36673
FORT LAUDERDALE, FL
Past
January 3, 2018 - September 25, 2025
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
WAKEFIELD, MA
Past
March 25, 2017 - September 25, 2025
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
WAKEFIELD, MA
Past
January 2, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
WAKEFIELD, MA
Past
November 11, 2013 - January 2, 2015
NEW ENGLAND SECURITIES
BD
CRD#: 615
WAKEFIELD, MA
Past
November 14, 2011 - November 13, 2013
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
BROOKLYN, NY
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".
P-
PROSPERITY - AN EISNERAMPER COMPANY
PROSPERITY - AN EISNERAMPER COMPANY | THE PROSPERITY CONSULTING GROUP, LLC | PROSPERITY, AN EISNERAMPER COMPANY
CRD#: 133777 / SEC#: 801-96321
RIA
Registered Investment Advisory firm - (5/18/2015 Approved)Florida
Registered Investment Advisory firm - (5/20/2015 Terminated)Maryland
Registered Investment Advisory firm - (5/19/2015 Terminated)Virginia
Registered Investment Advisory firm - (5/20/2015 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(9/9/2025)
RR
Connecticut(9/9/2025)
RR
Florida(9/9/2025)
IAR
Florida(9/10/2025)
RR
Georgia(9/9/2025)
RR
Illinois(9/9/2025)
RR
Massachusetts(9/9/2025)
IAR
Massachusetts(9/17/2025)
RR
New Hampshire(9/9/2025)
RR
New York(9/9/2025)
RR
Pennsylvania(9/9/2025)
RR
Rhode Island(9/9/2025)
RR
South Carolina(9/9/2025)
IAR
Texas(9/5/2025)
RR
Texas(9/9/2025)
RR
Utah(9/9/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
P-
PROSPERITY - AN EISNERAMPER COMPANY
PROSPERITY - AN EISNERAMPER COMPANY | THE PROSPERITY CONSULTING GROUP, LLC | PROSPERITY, AN EISNERAMPER COMPANY
CRD#: 133777 / SEC#: 801-96321
RIA
Registered Investment Advisory firm - (5/18/2015 Approved)Florida
Registered Investment Advisory firm - (5/20/2015 Terminated)Maryland
Registered Investment Advisory firm - (5/19/2015 Terminated)Virginia
Registered Investment Advisory firm - (5/20/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117
Mailing Address
Phone number
(410) 363-7211
Established
Firm type
Fiscal year end
# of Employees
66
SEC notice filing (35 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,557 |
| AUM (Assets Under Management) | $ 3,195,898,263 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PROSPERITY - AN EISNERAMPER COMPANY
CRD#: 133777Fort Lauderdale, FL 33324TRUST BUT VERIFY
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