Jacqueline Mae Vermette
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, LLCNov 2021 to now
- UnemployedDec 2020 to Nov 2021
- Minnesota Life Insurance CompanyJun 2020 to Dec 2020
- Securian Financial Advisors of Great LakesJun 2020 to Dec 2020
- Securian Financial Services IncJun 2020 to Dec 2020
- UnemployedMar 2020 to May 2020
- Oppenheimer & Co., IncJan 2019 to Feb 2020
- UnemployedNov 2018 to Jan 2019
- Veteran Affairs Medical CenterOct 2015 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7061780
- Firm CRD
- 6627