Barbara Jean Pettit
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
Are you Barbara Jean Pettit? Claim your profile
Contact this firm
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
10 years in the industry.
- Equitable Advisors, LLCSep 2023 to now
- Cetera Advisor Networks LLCJan 2021 to Sep 2023
- Vicus Capital, Inc.Jan 2021 to Sep 2023
- Schwartz Financial Associates, Inc.Dec 2020 to Sep 2023
- TIAAApr 2016 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCApr 2016 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 5908371
- Firm CRD
- 6627