Jeffrey Vincent Desmarais
Investment adviser representative at Equitable Advisors, LLC
11 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Equitable Advisors, LLCAug 2021 to now
- Pruco Securities LLCJul 2019 to Aug 2021
- The Prudential Insurance Company of AmericaJul 2019 to Aug 2021
- Massachusetts Mutual Life Insurance CompanyApr 2018 to Jul 2019
- MML Investor ServicesApr 2018 to Jul 2019
- Holistic Financial Strategies, LLCJan 2017 to Apr 2018
- Eagle Strategies LLCDec 2015 to Mar 2018
- New York Life Insurance CompanySep 2015 to Mar 2018
- Nylife Securities LLCSep 2015 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (CT).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5191738
- Firm CRD
- 6627