Jake Dwight Jones
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, LLC.Aug 2024 to now
- Copra Risk AnalysisMay 2023 to Jul 2024
- Alpha EdisonMay 2022 to Sep 2022
- Longest Title ProductionMay 2022 to Sep 2022
- University of ArizonaAug 2020 to Jun 2024
- Russlyon Sotheby'sDec 2018 to Dec 2022
- Notre Dame High SchoolAug 2016 to May 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
- 7969641
- Firm CRD
- 6627