Jeremy Michael Leibowitz

Employer firm

Prosperitas Financial, LLC CRD 315768

$812M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2012 → 01/2019
  Axa Advisors, Llc
  New York, NY
• 01/2019 → 02/2023
  Gwn Securities, Inc.
  Palm Beach Gardens, FL
• 02/2023 → Present
  Prosperitas Financial, Llc
  Valencia, CA

Previous Registrations

• 2019-01-02 → 2023-02-02
  Gwn Securities Inc.
  Costa Mesa, CA
  Sherman Oaks, CA
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Redondo Beach, CA
  Pasadena, CA
  Woodland Hills, CA
• 2013-01-09 → 2019-01-04
  Equitable Advisors, Llc
  Agoura Hills, CA
  Woodland Hills, CA
  Woodland Hills, CA

Other Businesses

INSURANCE & FIXED ANNUITIES - HEALTH, LIFE, DIABILITY, LTC. POSITION: consultant NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/04/2019 ADDRESS: 14333 addison st., apt 308, sherman oaks CA 91423, United States DESCRIPTION: help clients find proper disability insurance if they need LONG TERM CARE INSURANCE POSITION: Financial planner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/07/2013 ADDRESS: 14333 Addison St., Apt 308, Sherman Oaks CA 91423, United States DESCRIPTION: Advise on long term care insurance needs. AMERIESTATE POSITION: Referring over to them NATURE: estate planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/19/2021 ADDRESS: 3525 Hyland Ave., Suite 150, Costa Mesa CA 92626, United States DESCRIPTION: I will refer clients to to get their estate planning needs done here, such as trust, and I will get a referral fee. DAVE RAMSEY SMARTVESTOR PRO POSITION: CFP NATURE: Financial planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/15/2020 ADDRESS: 21255 Burbank Blvd, Woodland Hills CA 91367, United States DESCRIPTION: I will meet people who need help with various financial planning services and will guide them with investment management, retirement planning, etc.

Exams

• S66 Uniform Combined State Law Examination
  2012-12-14

Designations

• Certified Financial Planner

Other Names

• Jeremy Leibowitz