Joseph Kohn
Investment adviser representative at Equitable Advisors, LLC
12 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
12 years in the industry.
- Equitable Advisors, LLC.Jul 2024 to now
- Kneaded Bread Inc.Jan 2014 to now
- DoordashJan 2024 to Feb 2024
- Bleakley Financial GroupJun 2023 to Aug 2023
- Lucra SportsAug 2022 to Oct 2022
- Stewbowie LLCJun 2022 to Dec 2022
- Arthur Werner Moving and Storage Inc.Jun 2021 to Aug 2021
- University of Michigan School of Kinesiology UniversityJan 2021 to May 2024
- Joes Pizza NycAug 2020 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7760944
- Firm CRD
- 6627