Jacob Steven Ahlbrand
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
2 statesRegistered 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.
- Jasper High SchoolDec 2025 to now
- Equitable Advisors, LLCApr 2023 to now
- German American BankJun 2022 to Aug 2022
- Indiana University Kelley School of BusinessAug 2019 to Jun 2023
- Jasper Parks and Recs Dept.May 2019 to Dec 2021
- Sultans RunMay 2018 to Aug 2018
- Uebelhor & Sons ChevroletMay 2017 to Aug 2017
- Jasper High SchoolAug 2016 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7589372
- Firm CRD
- 6627