Michael James
Investment adviser representative at Equitable Advisors, LLC
9 yearsExperience
2 statesRegistered in
$47.3BFirm assets
48 yearsFirm in business
Are you Michael James? 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
9 years in the industry.
- Equitable Advisors, LLCJul 2020 to now
- Bay Area News GroupFeb 2020 to Jul 2020
- Whole Foods Market, Inc.Jul 2018 to Feb 2020
- Saint Mary's College of CaliforniaFeb 2018 to Jun 2020
- AmazonNov 2017 to Feb 2018
- UnemployedJul 2011 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7281562
- Firm CRD
- 6627