Jason Noah Schwartz
Investment adviser representative at Equitable Advisors, LLC
10 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
10 years in the industry.
- Equitable Advisors, LLCAug 2023 to now
- Matrix Commerce LLCJan 2023 to Nov 2023
- MiraklJul 2022 to Oct 2023
- Kcsa Strategic CommunicationsMay 2022 to Jul 2022
- UnemployedMay 2022 to May 2022
- Edrington Group USANov 2021 to Mar 2022
- UnemployedAug 2021 to Nov 2021
- Jolt Advantage GroupJul 2020 to Aug 2021
- Smartshoot (contracted for Ubereats)Aug 2018 to Mar 2020
- Goldfish Swim SchoolJul 2018 to Aug 2018
- Natick Green CondominiumJul 2018 to Aug 2018
- BusinessolverJun 2018 to Jun 2018
- Camp MicahJun 2017 to Aug 2017
- Indiana University - Kelley School of BusinessAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7796063
- Firm CRD
- 6627