Jeffrey Costello (CRD# 5955678) is an Investment Advisor Representative working at Prosperity Capital Advisors in Berkeley Heights, NJ and has over 8 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
C2p Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake, OH | Nov 2023 - Current | < 1 |
M Holdings Securities, Inc. | Portland, OR | Jul 2019 - Current | 4 |
Oneteam Financial, LLC | Red Bank, NJ | Jul 2019 - Current | 4 |
Self Employed | Bridgewater, NJ | Feb 2019 - Jun 2019 | < 1 |
Mml Investors Services, Inc. | Warren, NJ | Sep 2011 - Jan 2019 | 7 |
Massmutual Life Insurance Company | Warren, NJ | Sep 2011 - Jan 2019 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2016 |
S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- NJ
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Total Assets Under Management2,245MILLIONS
-
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
AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA
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