Jack Edward Schulte
Investment adviser representative at Equitable Advisors, LLC
18 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
18 years in the industry.
- Equitable Advisors, LLC.Apr 2026 to now
- UnemployedSep 2025 to Mar 2026
- Secure Investment ManagementApr 2025 to Aug 2025
- UnemployedDec 2024 to Apr 2025
- Massmutual Life Insurance CompanyMay 2024 to Dec 2024
- MML Investors Services, LLCMay 2024 to Dec 2024
- Retirement Security CentersApr 2023 to Apr 2024
- Lincoln Financial AdvisorsMar 2023 to Apr 2024
- Northwestern MutualAug 2022 to Mar 2023
- UnemployedMay 2022 to Jul 2022
- Washington State UniversityAug 2018 to May 2022
- Vista Del Lago HighschoolAug 2013 to May 2018
- Visionary Tours 360May 2008 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7599976
- Firm CRD
- 6627