John Phillip Santos
Investment adviser representative at Equitable Advisors, LLC
4 yearsExperience
13 statesRegistered in
$47.3BFirm assets
48 yearsFirm in business
Are you John Phillip Santos? Claim your profile
Contact this firm
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
4 years in the industry.
- Equitable Advisors, LLCJul 2018 to now
- AXA Advisors, LLCJul 2018 to Jun 2020
- UnemployedMay 2018 to Jul 2018
- Plucker's Wing BarMay 2017 to Aug 2017
- University of ArkansasSep 2016 to May 2018
- Discount Tire CoMay 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 13 states (AR, CO, FL, GA, IL, LA, MI, MO, NC, NM, NV, OK, 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
- 6949134
- Firm CRD
- 6627