Brett R. Jergens, CFA, CFP®
CIO / Investment Executive
Brett Jergens is the Chief Investment Officer at Prosperity Advisors and is a partner of the firm. As CIO, Brett leads the investment team and supervises research and development activities, provision of investment strategies, and management of client portfolios.
Brett began his career as a CPA® with a Big Four accounting firm focusing on tax planning solutions for individual clients. He transitioned to the wealth management industry where he earned his Certified Financial Planner CFP® designation and worked as a financial advisor. Brett quickly learned that his passion was on investing and creating unique portfolio solutions for clients. His driving love for investments comes from the enjoyment of the challenge the stock market provides. He earned his Charted Financial Analyst CFA® designation and began focusing on managing investments for two wealth management firms. Prior to joining Prosperity, Brett worked for 13 years at Tortoise Capital a Kansas City based institutional asset manager with assets totaling $25 billion. He served as a portfolio manager overseeing equity and fixed income investment strategies.
Brett earned a BBA degree in Accounting and Finance from Kansas State University in 2001. Brett currently holds his CFP®, CFA®, SIE, Series 7TO, and Series 63 registrations, and he is also a former CPA®.
Brett grew up in the Kansas City area and attended Blue Valley North High School where he played football, basketball, and baseball. He is married to his wife Sarah, has two girls Madi and Ella and two crazy dogs Teddy and Bailey. When Brett is away from the office, he enjoys spending time with his wife and kids. When he gets any free time, you can find Brett on the golf course or watching his favorite sports teams (Royals and Chiefs).
Office Locations: Overland Park, KS | Carmel, IN | Akron, OH | Toledo, OH