Jacob Y. Halberstam
Investment adviser representative at Equinum, LLC
13 yearsExperience
2 statesRegistered in
$757MFirm assets
7 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Equinum, LLCMay 2019 to now
- Lps FinancialNov 2018 to Apr 2019
- B-tank MagazineJul 2017 to Nov 2018
- Heicel Hatalmud - United Talmudical SeminarySep 2013 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Equinum, LLC
$757MAssets managed
246Clients
5Advisers
7 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
- 7123901
- Firm CRD
- 304350