Jeffrey Hunter Mcintosh
Investment adviser representative at Equitable Advisors, LLC
16 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
Are you Jeffrey Hunter Mcintosh? 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
16 years in the industry.
- Equitable Advisors, LLCJan 2021 to now
- Big Cartel TeaOct 2020 to Dec 2023
- United States Census BureauAug 2020 to Sep 2020
- PatreonMar 2020 to Dec 2023
- Denong Tea IncMar 2018 to Mar 2020
- TeabookMay 2015 to Mar 2019
- Mcintosh Tea, LLCMar 2010 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- 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
- 7315304
- Firm CRD
- 6627