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Jennifer Lynn Anderson

Investment adviser representative at Equitable Advisors, LLC
27 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

27 years in the industry.

  1. Equitable Advisors, LLCAug 2025 to now
  2. Jennifer L Anderson LLCJan 2002 to now
  3. Mazzucco & Co., CpasMar 1999 to now
  4. Awh Financial, LLCSep 2024 to Aug 2025
  5. Equitable Advisors, LLCJun 2022 to Oct 2024
  6. Quaker Wealth Management, LLCJul 2015 to Apr 2025

Exams passed

  • Series 65 · Uniform Investment Adviser Law2015
  • Series 63 · Uniform Securities Agent State Law2025

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
6529470
Firm CRD
6627
Advisor's SEC record (opens in a new tab)
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