MJ
CFA
MJ
CFA

Marieanne Jorajuria

23 Years of Experience
Tampa, FL
Broker

Marieanne Jorajuria is a CFA-designated registered investment advisor at Prometheus Financial Advisors, LLC, based in Tampa, FL, with 23 years of industry experience. Marieanne operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Marieanne is the owner/consultant of Compliance Assist, providing outsourced accounting to financial firms, dedicating minimal time. She also works full-time for Prometheus Alternative Investments, Inc. and spends about half her time as CCO/FINOP for Prometheus Financial, LLC, and about 10-20% of her time as Chief Compliance Officer for Prometheus Financial Advisors, LLC.

Employment History
Current Registrations
Prometheus Financial Advisors, LLC
February 2023 - Present · 3 yrs 3 mos
Prometheus Financial, LLC
December 2021 - Present · 4 yrs 5 mos
Prometheus Financial, LLCBroker
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Pave Securities, LLCBroker
August 2023 - November 2024 · 1 yr 3 mos
Finalis Securities LLCBroker
February 2021 - February 2021 · 0 mos
Brex Treasury LLCBroker
September 2019 - June 2020 · 9 mos
Sharespost Financial CorporationBroker
April 2017 - September 2019 · 2 yrs 5 mos
Equilibrium Capital Services, LLCBroker
February 2012 - May 2016 · 4 yrs 3 mos
Viant Capital LLCBroker
October 2011 - January 2012 · 3 mos
Wealthfront Brokerage CorporationBroker
October 2010 - January 2012 · 1 yr 3 mos
Cma Partners, LLCBroker
January 2010 - August 2010 · 7 mos
Cabrillo Broker, L.L.CBroker
August 2009 - July 2010 · 11 mos
Alchemy Alternatives, INC.Broker
August 2009 - March 2010 · 7 mos
Oneshare Investments, LLCBroker
May 2009 - June 2010 · 1 yr 1 mo
Sanctuary Securities LLCBroker
March 2009 - October 2009 · 7 mos
GP Bullhound, INC.Broker
December 2008 - July 2010 · 1 yr 7 mos
Island TradingBroker
October 2008 - January 2009 · 3 mos
Shoreline Pacific, LLCBroker
July 2008 - July 2010 · 2 yrs
US Arma Partners LPBroker
July 2008 - August 2010 · 2 yrs 1 mo
Burrill Merchant Advisors Group, LLCBroker
October 2006 - July 2010 · 3 yrs 9 mos
Atel Securities CorporationBroker
October 2006 - October 2009 · 3 yrs
Viant Capital LLCBroker
June 2006 - July 2010 · 4 yrs 1 mo
GP Technology Partners, LLCBroker
January 2006 - September 2007 · 1 yr 8 mos
Merlin Securities, LLCBroker
June 2005 - September 2008 · 3 yrs 3 mos
Capital Solutions Distributors, LLCBroker
December 2004 - November 2009 · 4 yrs 11 mos
Redwood Securities Group, INC.Broker
September 2004 - September 2004 · 0 mos
Rutberg & Company, LLCBroker
March 2004 - August 2007 · 3 yrs 5 mos
C.E. Unterberg, Towbin, LLC.Broker
January 2004 - April 2004 · 3 mos
Shoreline Pacific, LLCBroker
July 2001 - October 2006 · 5 yrs 3 mos
Financial West GroupBroker
October 1999 - July 2001 · 1 yr 9 mos
State Registrations14 states
AZCACOCTDEFLIDILMANCNJNYTXUT
AdvisorBrokerBoth

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.