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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-19 |
| CA | RA | APPROVED | 2024-05-15 |
| TX | RA | APPROVED_RES | 2023-10-27 |
| FL | RA | APPROVED | 2022-07-20 |
Branch Locations
4651 Salisbury Road, #400 Regus Suite 413, Jacksonville, FL 32256 • United States
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
50 Leanni Way, Suite B2, Palm Coast, FL 32137 • United States
431 E. Horatio Ave., Suite 110, Maitland, FL 32751 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Petros Advisory Services, Llc | Jacksonville | FL | 10/2018 | 10/2022 |
| Petros Advisory Services, Llc | Jacksonville | FL | 04/2014 | 02/2023 |
| Woman'S Worth, Llc | St. Augustine | FL | 06/2010 | Present |
| Petros Tax Services, Llc | Jacksonville | FL | 05/2018 | 10/2022 |
| Petros Financial Group, Llc | Jacksonville | FL | 09/2009 | 10/2022 |
| C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake | OH | 07/2022 | Present |
| Jl Smith Holistic Wealth Management (Dba For Advisory Business) | Jacksonville | FL | 10/2022 | Present |
| Petros Financial Group (D.b.a.) | Jacksonville | FL | 10/2022 | 02/2023 |
1) Ms. Bajalia holds her realtor license through Landmarq Properties, LLC. She does not currently spend time on this activity. This is a non-investment related activity. 2) Ms. Bajalia is a licensed insurance agent conducting business from his registered location. In this capacity, she 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, she may receive other compensation such as fixed life trails. Ms. Bajalia spends approx. 10 hrs/week during trading hours on this activity. 3) Jeannette Bajalia is founder and president of Woman's Worth LLC - www.womans-worth.com. Jeannette also has a speaking website - www.jeannettebajalia.com. Jeannette engages in business activities under the brand when speaking about the holistic wealth management process. Jeannette spends five hours per month speaking at events during trading hours and 8-10 hours prospecting during non-trading hours. Woman's Worth LLC is not affiliated with the JL Smith Group. 4) Jeannette Bajalia works with the local chapter of the American Financial Education Alliance (AFEA). Ms. Bajalia conducts several seminars per month to help eliminate financial illiteracy as part of her marketing efforts. Ms. Bajalia spends approximately six hours per month on this activity during non-trading hours. There are no product sales or company names mentioned at these seminars.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-18 |
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