James Allan Young
Investment adviser representative at Equitable Advisors, LLC
12 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
12 years in the industry.
- Equitable Advisors, LLCAug 2024 to now
- Atm Cash Network Inc.Mar 2016 to now
- Planet Fitness- United Fp Management LLCNov 2023 to Aug 2024
- Cool Springs Estates LLCJan 2023 to Dec 2023
- Body Temple Fitness LLCAug 2022 to Nov 2024
- Steel City ArboristMay 2020 to Jul 2023
- Penn State UniversityAug 2015 to Dec 2019
- Axe Man Tree ServiceMay 2014 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7977915
- Firm CRD
- 6627