Jake A Edwards
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 2023 to now
- UnemployedMay 2023 to Jul 2023
- Wells Fargo Clearing Services, Inc.Dec 2022 to May 2023
- UnemployedOct 2022 to Dec 2022
- Robinhood Financial, LLCJun 2021 to Oct 2022
- Robinhood Markets, IncJun 2021 to Oct 2022
- Micamp SolutionsOct 2020 to Jun 2021
- Rjp Estate PlanningMar 2020 to Oct 2020
- James Baumann CfpJun 2017 to Aug 2019
- Univeristy of ArizonaAug 2016 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7395547
- Firm CRD
- 6627