Thomas Michael Johnson
Investment adviser representative at Equitable Advisors, LLC
13 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
13 years in the industry.
- Equitable Advisors, LLCJan 2025 to now
- Jerg Financial Partners LLC (gavin Jerg)Jan 2025 to now
- UnemployedNov 2024 to Dec 2024
- Equitable Advisors, LLCJun 2023 to Sep 2024
- Heavy Duty HeroesSep 2022 to Oct 2024
- SharpAug 2022 to May 2023
- SharpMay 2022 to Jul 2022
- Prestwick GroupMay 2021 to Aug 2021
- Purple Greens/sodexhoOct 2020 to Sep 2022
- AmazonMay 2020 to Aug 2020
- Grand Canyon UniversityAug 2019 to Apr 2023
- Panera BreadMay 2019 to Aug 2019
- Culver'sOct 2017 to May 2019
- UnemployedJun 2013 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7770555
- Firm CRD
- 6627