Jennifer Gale Morales
Investment adviser representative at Equitable Advisors, LLC
14 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
14 years in the industry.
- Equitable Advisors, LLCOct 2025 to now
- RbiNov 2023 to Apr 2025
- AgiaDec 2022 to Oct 2025
- Valic Financial Advisors, IncOct 2017 to Oct 2025
- Platinum Wealth PartnersMar 2017 to Aug 2017
- Applebee'sJun 2016 to Dec 2016
- Pfs Investments Inc.Apr 2015 to Dec 2016
- Access Distance LearningAug 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6404978
- Firm CRD
- 6627