JB
Jeannette N. Bajalia
PROSPERITY CAPITAL ADVISORS
Palm Coast, FL 32137
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CRD#: 6693642
JB
Professional summary
Jeannette Nmn Bajalia, who also goes by Jeannette Nmn Bajalia, Jeannette Bajalia, is a registered financial advisor currently at PROSPERITY CAPITAL ADVISORS located in Palm Coast, Florida.
Jeannette is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jeannette has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeannette Nmn Bajalia | Jeannette Bajalia
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) LANDMARQ PROPERTIES, LLC - 6550 ST AUGUSTINE RD STE 304 JACKSONVILLE, FL, 32217, REALTOR, INVESTMENT-RELATED. JEANNETTE BAJALIA HOLDS A REALTOR LICENSE THROUGH LANDMARQ PROPERTIES, LLC. HOWEVER, SHE CURRENTLY DOES NOT SPEND ANY TIME ON THIS ACTIVITY AND IS NOT ACTIVELY SELLING REAL ESTATE. 2) Ms. Bajalia is a licensed insurance agent. In this capacity, she 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, she may receive other compensation such as fixed life trails. Ms. Bajalia spends approx. 10 hrs/week during trading hours on this activity. 3) Jeannette Bajalia is founder and president of Woman's Worth LLC - www.womans-worth.com. Jeannette also has a speaking website - www.jeannettebajalia.com. Jeannette engages in business activities under the brand when speaking about the holistic wealth management process. Jeannette spends five hours per month speaking at events during trading hours and 8-10 hours prospecting during non-trading hours. Woman's Worth LLC is not affiliated with the JL Smith Group. 4) Jeannette Bajalia works with the local chapter of the American Financial Education Alliance (AFEA). Ms. Bajalia conducts several seminars per month to help eliminate financial illiteracy as part of her marketing efforts. Ms. Bajalia spends approximately six hours per month on this activity during non-trading hours. There are no product sales or company names mentioned at these seminars.
CRS (Client Relationship Summary) - RIA
Click below to view Jeannette Nmn Bajalia'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
July 20, 2022 - Present
PROSPERITY CAPITAL ADVISORS
Office #1: 50 Leanni Way, Suite B2, Palm Coast, FL 32137Office #2: 431 E. Horatio Ave., Suite 110, Maitland, FL 32751Office #3: 4651 Salisbury Road, #400 Regus Suite 413, Jacksonville, FL 32256RIA
CRD#: 156480
Palm Coast, FL
Past
November 1, 2018 - January 13, 2023
PETROS ADVISORY SERVICES, LLC
RIA
CRD#: 284903
JACKSONVILLE, FL
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(5/15/2024)
IAR
Florida(7/20/2022)
IAR
Georgia(5/19/2025)
IAR
Texas(10/27/2023)
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
Registered Investment Advisory firm - (3/22/2011 Approved)Upgrade to AdvisorCheck Premium
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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.
