Jonathan Paul Terebetski
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, LLCOct 2020 to now
- Vanderbilt Securities, LLCJun 2017 to Oct 2020
- Vanderbuilt Financial GroupJun 2017 to Oct 2020
- Triad Advisors, Inc.Dec 2016 to Jun 2017
- Gitterman Wealth Management, LLCNov 2016 to Oct 2020
- Ea BoniakowskiJan 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 6735116
- Firm CRD
- 6627