Jamie Hargrave, financial advisor San Ramon CA
93 score

Jamie Hargrave

CRD Number: 3006122
Current Firm: Prosperity Financial Group, Inc.

Jamie Hargrave (CRD# 3006122) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Prosperity Financial Group, Inc. San Ramon, CA Apr 2015 - Current 1
Fortune Financial Services, Inc. Monaca, PA Apr 2015 - Current 1
Ameriprise Financial Services, Inc. Walnut Creek, CA Oct 2009 - Mar 2015 5
Ameriprise Advisor Services Walnut Creek, CA May 2009 - Mar 2015 5
Wachovia Securities, LLC Oakland, CA Jan 2008 - May 2009 1
Wachovia Securities, LLC Oakland, CA Jan 2008 - May 2009 1
A.g. Edwards & Sons, Inc. Orange, CA Aug 2001 - May 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Apr 1998
Contact Info for Jamie G. Hargrave
Phone Number: 925-314-8500
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    103
    MILLIONS
  • Total Number of Accounts
    600
    ACCOUNTS
  • Average Account Value
    $171,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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