Joseph Elijah Worms
Investment adviser representative at Equitable Advisors, LLC
13 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
13 years in the industry.
- Equitable Advisors, LLCJun 2022 to now
- Clifton Larson AllenJan 2021 to Apr 2021
- Compeer FinancialApr 2020 to May 2022
- Clifton Larson AllenJan 2020 to Apr 2020
- MenardsMay 2019 to Aug 2019
- Mid-illini Auto CenterMay 2018 to Aug 2018
- Illinois State UniversityAug 2017 to May 2022
- Osf Saint Francis Medical CenterMay 2017 to Aug 2017
- Illini Bluffs High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7580965
- Firm CRD
- 6627