Jesse Michael Romano
Investment adviser representative at Equitable Advisors, LLC
6 yearsExperience
2 statesRegistered in
$47.3BFirm assets
48 yearsFirm in business
Are you Jesse Michael Romano? 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
6 years in the industry.
- Equitable Advisors, LLCSep 2018 to now
- AXA Advisors, LLCSep 2018 to Jun 2020
- UnemployedAug 2018 to Sep 2018
- Suny OswegoAug 2017 to Aug 2018
- CowfishMay 2017 to Aug 2018
- ParacoDec 2016 to Jan 2018
- Suny OswegoAug 2013 to May 2017
- Jc's RestaurantSep 2012 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7022714
- Firm CRD
- 6627