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Jerry Citarella

Prosperitas Financial, LLC
30 Years of Experience
Valencia, CA
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Jerry Citarella is a registered investment advisor at Prosperitas Financial, LLC, based in Valencia, CA, with 30 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 2,138 clients with $810M in assets under management.

Prosperitas Financial, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
2,138 clients
Average Client Portfolio
$380K average
Assets Under Management
$812.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is up to 2.00%, billed monthly in advance. Fees are negotiable. Third-party money manager programs carry a maximum fee of up to 2.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

25060 Avenue Stanford, Suite 100, Valencia, CA, 91355

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History

Regulatory History (1)
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Criminal
November 1987
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jerry owns Infinity Wealth Management, where he provides securities and investment advisory services, and insurance-based solutions. He is also a registered representative and investment advisor representative with Prosperitas Financial, dedicating full-time hours to these activities.

Employment History
Current Registrations
Prosperitas Financial, LLC
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Next Financial Group, INC.
December 2007 - April 2022 · 14 yrs 4 mos
Next Financial Group, INC.Broker
December 2007 - April 2022 · 14 yrs 4 mos
Park Avenue Securities LLC
August 2006 - December 2007 · 1 yr 4 mos
Park Avenue Securities LLCBroker
August 2006 - December 2007 · 1 yr 4 mos
Ameritas Investment CORP
March 2004 - August 2006 · 2 yrs 5 mos
Ameritas Investment CORP.Broker
December 2003 - August 2006 · 2 yrs 8 mos
New England SecuritiesBroker
March 1998 - December 2003 · 5 yrs 9 mos
John Hancock Distributors, INC.Broker
October 1995 - August 1997 · 1 yr 10 mos
John Hancock Mutual Life Insurance CompanyBroker
October 1995 - May 1997 · 1 yr 7 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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