Jake R Giles

Current Employers

Employment History

• 07/2016 → 06/2019
  Graphic Components
  Greensboro, NC
• 08/2016 → 07/2020
  Student
  Greensboro, NC
• 06/2019 → 06/2021
  Northwestern Mutual Investment Services Llc
  Greensboro, NC
• 06/2021 → 10/2022
  Northwestern Mutual Investment Services Llc
  Savannah, GA
• 05/2020 → 10/2022
  Pure Wealth Strategies
  Raleigh, NC
• 03/2023 → Present
  C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors
  Westlake, OH
• 10/2022 → Present
  Infinity Wealth Management (D.b.a. For Advisory Business)
  Arden, NC

Other Businesses

1) Mr. Giles is a licensed insurance agent. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Mr. Giles spends approx. 10 hrs/week during trading hours on this activity. 2) Mr. Giles works with the local chapter of the American Financial Education Alliance (AFEA). Mr. Giles conducts several seminars per month to help eliminate financial illiteracy as part of his marketing efforts. There are no product sales or company names mentioned at these seminars. 3) Mr. Giles works with the local chapter of the Association of Financial Consultants (AFC). Mr. Giles conducts seminars occasionally to help eliminate financial illiteracy as part of his marketing efforts. There are no product sales or company names mentioned at these seminars. Mr. Giles spends approximately five hours per month on this activity during non-trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-03
• S63 Uniform Securities Agent State Law Examination
  2021-05-23

Other Names

• Jake R Giles