Jared Reese Mathie
Investment adviser representative at Equitable Advisors, LLC
13 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
Are you Jared Reese Mathie? Claim your profile
Contact this firm
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, LLCFeb 2023 to now
- UnemployedDec 2022 to Jan 2023
- Swensons Drive-inOct 2021 to Feb 2022
- EquitableAug 2021 to May 2022
- Louisville YmcaAug 2021 to Feb 2022
- Green AcresMay 2020 to Jul 2022
- Naturescapes Landscaping & DesignMay 2020 to Aug 2020
- Bistro of OakwoodJul 2019 to Dec 2022
- Louisville High SchoolJan 2013 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7696371
- Firm CRD
- 6627