Olivia Jung
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$47.3BFirm assets
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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
10 years in the industry.
- Equitable Advisors, LLC.Oct 2023 to now
- Fidelity Personal and Workplace AdvisorsMay 2022 to Oct 2023
- Fidelity InvestmentsDec 2020 to Oct 2023
- Equitable AdvisorsMay 2020 to Dec 2020
- UnemployedJan 2020 to May 2020
- South Davis Recreation DistrictSep 2018 to Dec 2020
- Foreside Fund Services, LLCOct 2016 to Jan 2020
- Wisdomtree Asset Management, Inc.Jan 2016 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
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
- 6711700
- Firm CRD
- 6627