Jeremy Leibowitz, financial advisor Valencia CA

Jeremy Leibowitz

CRD Number: 6131670
Current Firm: Prosperitas Financial, LLC

Jeremy Leibowitz (CRD# 6131670) is an Investment Advisor Representative working at Prosperitas Financial, LLC in Valencia, CA and has over 11 years of experience in the finance industry. Jeremy Leibowitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Prosperitas Financial, LLC Valencia, CA Feb 2023 - Current 1
Gwn Securities, Inc. Palm Beach Gardens, FL Jan 2019 - Feb 2023 4
Axa Advisors, LLC New York, NY Nov 2012 - Jan 2019 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Jeremy M. Leibowitz
Phone Number: 661-255-9555
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    392
    MILLIONS
  • Total Number of Accounts
    1,655
    ACCOUNTS
  • Average Account Value
    $236,728
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
Types of Clients
Registered States

AR, AZ, CA, CO, FL, ID, IL, LA, NE, NV, NY, OR, TN, TX, WA

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