Jonathan Wardenburg
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 2023 to now
- Crump Life Insurance ServicesApr 2022 to Aug 2023
- P.J. Robb Variable Corp.Apr 2022 to May 2023
- Farmers Insurance CompanyDec 2021 to Mar 2022
- UnemployedOct 2021 to Dec 2021
- Allstate Distributors LLCApr 2018 to Oct 2021
- Allstate Insurance CompanyApr 2018 to Oct 2021
- Gf Investment Services, LLCAug 2017 to Apr 2018
- Global Financial Private Capital, LLCAug 2017 to Apr 2018
- Summit Wealth GroupMar 2015 to Apr 2018
- Hornor Townsend & Kent IncMar 2015 to Jun 2017
- Penn Mutual Life Ins CoMar 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 5960289
- Firm CRD
- 6627