Jacob Richard Yankloski
Investment adviser representative at Equitable Advisors, LLC
13 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
13 years in the industry.
- Equitable Advisors, LLCJun 2024 to now
- UnemployedMay 2024 to May 2024
- Rochester Network SupplyFeb 2020 to Apr 2024
- Tagex BrandsMar 2018 to Feb 2020
- At&tMay 2017 to Mar 2018
- UnemployedJan 2017 to May 2017
- Northwestern Mutual InvestmentMar 2016 to May 2017
- Suny OswegoAug 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6629748
- Firm CRD
- 6627