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Jeffrey Rouk James

PROSPERA PRIVATE WEALTH, LLC·OKLAHOMA CITY, Oklahoma
Clean recordPROSPERA PRIVATE WEALTH, LLC
4727 GAILLARDIA PARKWAY, OKLAHOMA CITY, OK 73142CRD# 3210356Firm CRD# 313573

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Rouk James · OKLAHOMA CITY, OK
Registration
CRD #3210356 · PROSPERA PRIVATE WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Rouk James is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with PROSPERA PRIVATE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PROSPERA PRIVATE WEALTH, LLC
PROSPERA PRIVATE WEALTH, LLC
AUM
$470M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PROSPERA PRIVATE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3210356
Firm CRD# 313573
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Rouk James offer?
Jeffrey Rouk James specializes in Financial Planning, Investment Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Jeffrey Rouk James's credentials?
Jeffrey Rouk James is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Rouk James located?
Jeffrey Rouk James is based in OKLAHOMA CITY, Oklahoma, working with PROSPERA PRIVATE WEALTH, LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does Jeffrey Rouk James charge for services?
Jeffrey Rouk James's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROSPERA PRIVATE WEALTH, LLC?
PROSPERA PRIVATE WEALTH, LLC has approximately 3 employees and manages $470M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PROSPERA PRIVATE WEALTH, LLC

Arlis Kyle Reuter
OKLAHOMA CITY, OK

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Research
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