Jack Bernard Robel
Investment adviser representative at Equitable Advisors, LLC
10 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
10 years in the industry.
- Equitable Advisors, LLCJul 2020 to now
- Adams Moving & Delivery Service, LLCMar 2020 to Apr 2020
- Bishop Blanchet High SchoolNov 2019 to Feb 2020
- University of WashingtonSep 2018 to Jun 2020
- Hotel California By the Sea BellevueJun 2018 to Sep 2018
- University of WashingtonSep 2017 to Jun 2018
- UnemployedJul 2017 to Aug 2017
- Sand Point Country ClubMar 2017 to May 2017
- University of WashingtonSep 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7277729
- Firm CRD
- 6627