Jacob Tally has been an investment adviser representative at Prospero Wealth since February 2025, and is not listed among the firm’s executive officers or direct owners.
Prospero Wealth, LLC is a firm with $111M under management, 87 clients and 7 advisers in one office, as of its September 2026 filing.
Jacob Tally is a Financial Advisor at Prospero Wealth. He has 20 years of professional experience, including more than 10 years at VC-backed startups like Zulily, Crowd Cow, and Cap Hill Brands.
- Prospero Wealth, LLCCurrent– present · 1 yearSteilacoom, WA · Adviser representative · Firm CRD 289966
Investment adviser representative registrations
Jacob Tally is registered as an investment adviser representative in Washington, since February 2025.
- WashingtonSince 25 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 May 2024 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 June 2005 |
| Series 7 | General Securities Representative Examination | 6 June 2005 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jacob H Tally
- CRD
- 4950538
- Firm
- Prospero Wealth · CRD 289966
- Office
- Steilacoom, WA
- Registration
- Investment adviser registration
- In the industry since
- February 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- prosperowealth.com
Where does Jacob Tally work?
Jacob Tally is an investment adviser representative registered through Prospero Wealth, LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Tally a financial advisor?
Yes. Jacob Tally has a current investment-adviser registration in Washington, through Prospero Wealth since February 2025.
How many years of experience does Jacob Tally have?
Jacob Tally has 1 year in the financial industry, since February 2025, across 1 adviser firm.
What exams has Jacob Tally passed?
Jacob Tally has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in June 2005.
Where is Jacob Tally based?
Jacob Tally’s registered office is in Steilacoom, WA.
Is Jacob Tally registered with FINRA?
No. Jacob Tally has no current broker registration.
How can I verify Jacob Tally’s record?
Search CRD 4950538 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Tally’s full registration record.