Charles Jacob Erbs
Investment adviser representative at Equitable Advisors, LLC
8 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
8 years in the industry.
- Equitable Advisors, LLCJun 2024 to now
- Infinium Wall SystemsMay 2024 to Nov 2024
- Blue TechnologiesJun 2023 to Aug 2023
- Outback SteakhouseMay 2022 to Mar 2024
- Power PromotionsMay 2022 to Jun 2022
- Ohio UniversityAug 2020 to May 2024
- SheetzMay 2020 to Jan 2021
- What's the ScoopMay 2019 to Aug 2020
- Sweet Cece'sMay 2018 to Aug 2018
- Italian VillageJun 2017 to Aug 2017
- St. Ignatius High SchoolAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2024
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
- 7940288
- Firm CRD
- 6627