Jerry Mirolla has been Managing Director of Prossimo Advisors since July 2017, is a control person of the firm and directly owns between 50% and 75% of it. Jerry Mirolla holds a USC. Jerry Mirolla studied at USC Gould School of Law.
Prossimo Advisors LLC is a San Luis Obispo, CA firm with $239M under management, 26 clients and 4 advisers in one office, as of its March 2026 filing.
J. Todd Mirolla started Prossimo Advisors in 2017, after leaving the full-time practice of law. At Prossimo he oversees all aspects of the multi-family office, with a particular focus on strategic planning for families and their assets, including investment portfolios and multi-generational estate and trust planning. Earlier he practiced mergers and acquisitions law for more than three decades.
- Prossimo Advisors LLCCurrent– present · 8 yearsSan Luis Obispo, CA · Adviser representative · Firm CRD 289347
Investment adviser representative registrations
Jerry Mirolla is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from December 2017; the most recent is Texas, in April 2019.
- CaliforniaSince 6 December 2017
- TexasResidentSince 11 April 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 December 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jerry Todd Mirolla
- CRD
- 6136304
- Firm
- Prossimo Advisors · CRD 289347
- Role
- Managing Director
- Office
- 1150 OSOS STREET, SUITE 208, San Luis Obispo, CA 93401
- Registration
- Investment adviser registration
- In the industry since
- December 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- prossimoadvisors.com
Where does Jerry Mirolla work?
Jerry Mirolla has been Managing Director of Prossimo Advisors LLC since July 2017, and is a control person of the firm.
Is Jerry Mirolla a financial advisor?
Yes. Jerry Mirolla has a current investment-adviser registration in California and Texas, through Prossimo Advisors since December 2017.
How many years of experience does Jerry Mirolla have?
Jerry Mirolla has 8 years in the financial industry, since December 2017, across 1 adviser firm.
What exams has Jerry Mirolla passed?
Jerry Mirolla passed the Series 65 in December 2017.
Where is Jerry Mirolla based?
Jerry Mirolla’s registered office is in San Luis Obispo, CA.
Is Jerry Mirolla registered with FINRA?
No. Jerry Mirolla has no current broker registration.
How can I verify Jerry Mirolla’s record?
Search CRD 6136304 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jerry Mirolla’s full registration record.
