Jake Giles (CRD# 7119322) is an Investment Advisor Representative working at Prosperity Capital Advisors in Arden, NC and has over 2 years of experience in the finance industry.
CRD# 4333814
Edward Jones
CRD# 7008925
Edward Jones
CRD# 2883544
Beacon Pointe Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| C2p Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake, OH | Mar 2023 - Current | 1 |
| Infinity Wealth Management (d.b.a. For Advisory Business) | Arden, NC | Oct 2022 - Current | 1 |
| Northwestern Mutual Investment Services LLC | Savannah, GA | Jun 2021 - Oct 2022 | 1 |
| Pure Wealth Strategies | Raleigh, NC | May 2020 - Oct 2022 | 2 |
| Northwestern Mutual Investment Services LLC | Greensboro, NC | Jun 2019 - Jun 2021 | 2 |
| Student | Greensboro, NC | Aug 2016 - Jul 2020 | 3 |
| Graphic Components | Greensboro, NC | Jul 2016 - Jun 2019 | 2 |
| Quaintance Weaver | Greensboro, NC | Jun 2014 - Jul 2016 | 2 |
| Holy City Hospitality | Charleston, SC | Jan 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2021 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- NC
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Total Assets Under Management2,245MILLIONS
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Total Number of Accounts9,396ACCOUNTS
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Average Account Value$238,964
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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