Jack Maguire Freeland
Investment adviser representative at Equitable Advisors, LLC
10 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
10 years in the industry.
- Equitable Advisors, LLCAug 2024 to now
- Family BeverageOct 2023 to Mar 2024
- Lighthouse Planning ConsultantsJun 2023 to Aug 2023
- Salty MermaidMay 2023 to Aug 2023
- Fidelity InvestmentsJun 2022 to Aug 2022
- Two Mile Crab HouseMay 2021 to Aug 2021
- Cool ScoopsMay 2020 to Aug 2020
- Cool ScoopsJun 2019 to Aug 2019
- BrineJun 2018 to Aug 2018
- Covert Solutions GroupAug 2016 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7732577
- Firm CRD
- 6627