Jordan Anthony De perio
Investment adviser representative at Equitable Advisors, LLC
11 yearsExperience
3 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
11 years in the industry.
- Equitable Advisors, LLCNov 2022 to now
- Suny OswegoAug 2020 to Dec 2022
- Door DashJun 2020 to Nov 2022
- State University of New York (suny) College At OswegoJul 2019 to Dec 2022
- Dairy QueenApr 2019 to Aug 2019
- Six Flags Darien LakeMay 2017 to Aug 2018
- Clarence Senior High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (NY, OH, 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
- 7657870
- Firm CRD
- 6627