Adviser and broker representative · Prosperity Financial Group, Inc.
Jamie G. Hargrave
CRD 3006122 · San Ramon, CA
At a glance
Jamie G. Hargrave is an investment adviser representative with Prosperity Financial Group, Inc. in San Ramon, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jamie’s SEC record dates to 2002, about 24 years ago. Jamie is also registered as a broker representative.
Current advisory firm
- Prosperity Financial Group, Inc.Since December 2025San Ramon, CA · $503M in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Jamie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Prosperity Financial Group, Inc.
- Andrew J. AgostaSan Ramon · Certified Financial Planner
- Cesar B. DantesSan Ramon
- James D. HebertSan Ramon
- Elliot H. KallenSan Ramon
- Emmett C. Peck Jr.San Ramon · Certified Financial Planner
- Ankit SahuSan Ramon
- Martin A. TroianiSan Ramon
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