James Greaves
Investment adviser representative at Equitable Advisors, LLC
10 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
10 years in the industry.
- Equitable Advisors, LLCAug 2024 to now
- Lumberyard Brewing Co.Oct 2022 to Jul 2024
- Pizza PatioJun 2022 to Aug 2022
- Grand Canyon Brewing CoApr 2022 to May 2022
- Northern Arizona University- Financial Aid OfficeJan 2022 to Apr 2022
- Northern Arizona UniversityAug 2020 to May 2024
- Abuelos Mexican RestaurantNov 2018 to Aug 2021
- Jack In the BoxAug 2018 to Oct 2018
- Centennial High SchoolAug 2016 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7969642
- Firm CRD
- 6627