Jacob Thomas Shea
Investment adviser representative at Equitable Advisors, LLC
12 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
12 years in the industry.
- Equitable Advisors, LLCAug 2021 to now
- JcrewNov 2019 to Jul 2021
- Inspire Physical Therapy & Fitness, LLCAug 2019 to Aug 2021
- JcrewJun 2018 to Aug 2018
- Concern for Independent Living, Inc.Jul 2017 to Aug 2017
- Student Assembly for the State University of New YorkMay 2017 to Sep 2018
- Brockport Student GovernmentOct 2016 to May 2019
- Suny BrockportSep 2015 to May 2019
- Ivy League School and Day CampJun 2014 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7422868
- Firm CRD
- 6627