Jordan Steven Bromley

Employer firm

Prosperity Wealth Planning LLC CRD 315163

$269M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

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

Current Employers

Employment History

• 05/2022 → 06/2024
  True Wealth Advisory Group
  Walnut Creek, CA
• 12/2020 → 05/2022
  Edible Arrangements
  Provo, UT
• 08/2017 → 12/2018
  Missionary Training Center
  Provo, UT
• 03/2019 → 06/2019
  Merrill Lynch
  Walnut Creek, CA
• 06/2016 → 08/2017
  Full-Time Education
  Provo, UT
• 12/2018 → 03/2019
  Unemployed
  Danville, CA
• 06/2019 → 12/2020
  Unemployed
  Danville, CA
• 04/2021 → 05/2023
  Ceter Advisor Networks
  El Segundo, CA
• 05/2023 → 06/2024
  Ceter Advisor Networks
  El Segundo, CA
• 08/2023 → 06/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2024 → 07/2024
  Unemployed
  Walnut Creek, CA
• 07/2024 → Present
  Prosperity Wealth Planning Llc
  Irvine, CA
• 05/2021 → 05/2022
  True Wealth Advisory Group
  Walnut Creek, CA

Previous Registrations

• 2023-08-16 → 2024-06-28
  Cetera Investment Advisers Llc
  Walnut Creek, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-07-21

Designations

• Certified Financial Planner

Other Names

• Jordan Bromley