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Jeffrey Rouk James

Managing Partner & Chief Compliance OfficerProspera Private Wealth, LLCCRD 3210356

About Jeffrey Rouk James

Jeffrey Rouk James is listed as Managing Partner & Chief Compliance Officer at Prospera Private Wealth, LLC in Oklahoma City, OK. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Prospera Private Wealth, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey Rouk James work?

Jeffrey Rouk James is listed as Managing Partner & Chief Compliance Officer at Prospera Private Wealth, LLC on SEC Form ADV.

How much of Prospera Private Wealth, LLC does Jeffrey Rouk James own?

Form ADV reports a beneficial ownership band of 50-75%.

Prospera Private Wealth, LLC

TitleManaging Partner & Chief Compliance Officer
Ownership50-75%
Control personYes
Since2021
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