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Martha Jesse

Director of Operations at Prosperity Advisory Group in Victor, NY

Investment adviser registrationUpdated

Martha Jesse is Director of Operations of Prosperity Advisory Group LLC, an investment adviser managing $216M, and works from its Victor, NY office. Martha Jesse has been registered as an investment adviser representative through Prosperity Advisory Group since 10 May 2024, has 2 years in the industry across 1 firm and has passed the Series 65.

2
Years in industry
2
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Martha Jesse has been Director of Operations of Prosperity Advisory Group since February 2025, is a control person of the firm and directly owns under 5% of it.

Prosperity Advisory Group LLC is a Victor, NY firm with $216M under management, 244 clients and 3 advisers in one office, as of its July 2026 filing.

  1. – present · 2 years
    Victor, NY · Adviser representative · Firm CRD 310720

Credentials and registrations

Investment adviser representative registrations

Martha Jesse is registered as an investment adviser representative in New York, since May 2024.

  • New YorkSince 10 May 2024

Examinations

Series 6510 May 2024
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Martha Elizabeth Jesse
CRD
7595175
Firm
Prosperity Advisory Group · CRD 310720
Role
Director of Operations
Office
50 SQUARE DRIVE, SUITE 220, Victor, NY 14564
Registration
Investment adviser registration
In the industry since
May 2024
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Martha Jesse work?

Martha Jesse has been Director of Operations of Prosperity Advisory Group LLC since February 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 10 July 2026

Is Martha Jesse a financial advisor?

Yes. Martha Jesse has a current investment-adviser registration in New York, through Prosperity Advisory Group since May 2024.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Martha Jesse have?

Martha Jesse has 2 years in the financial industry, since May 2024, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Martha Jesse passed?

Martha Jesse passed the Series 65 in May 2024.

Source: IAPD individual record, checked 22 October 2026

Where is Martha Jesse based?

Martha Jesse’s registered office is in Victor, NY.

Source: IAPD individual record, checked 22 October 2026

Is Martha Jesse registered with FINRA?

No. Martha Jesse has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Martha Jesse’s record?

Search CRD 7595175 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Martha Jesse’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Prosperity Advisory Group

Sources

  1. IAPD individual record, CRD 7595175, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Prosperity Advisory Group LLC, filed 10 July 2026. Title, control and ownership bands.