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Jeffrey Eisenberg

Prosperitas Financial, LLC

Valencia, CA

Valencia, CA

CRD 7696613

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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:

Current Employers
Prosperitas Financial, Llc

25060 Avenue Stanford Suite 100, Valencia, CA 91355 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2023-02-07
  • CA RA
    APPROVED_RES
    Since 2023-02-07

Branch Locations

25060 Avenue Stanford Ste 255, Valencia, CA 91355 • United States

25060 Avenue Stanford Suite 100, Valencia, CA 91355 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Southern Oaks Mortgage, Inc. Valencia CA 03/2004 Present
Prosperitas Financial, Llc Valencia CA 02/2023 Present

View on SEC IAPD

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Nearby Offices

PROSPERITAS FINANCIAL, LLC · VALENCIA, CA
PROSPERITAS FINANCIAL, LLC · Valencia, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Valencia, CA

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