Jorn-erik Madsen
Investment adviser representative at Equitable Advisors, LLC
30 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
30 years in the industry.
- Stifel Independent Advisors, LLCMay 2026 to now
- EquitableJun 2025 to now
- Equitable Advisors, LLCFeb 2023 to now
- Mutual of Omaha Insurance CompanyApr 2021 to Feb 2023
- Mutual of Omaha Investor ServicesApr 2021 to Feb 2023
- Edward JonesApr 2019 to Feb 2021
- AilcoMay 2018 to Dec 2018
- AccordFeb 2017 to Jun 2018
- Transworld Systems, Inc.Oct 1996 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7091319
- Firm CRD
- 6627