James Francis Mccrone
Investment adviser representative at Equitable Advisors, LLC
11 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
11 years in the industry.
- Equitable Advisors, LLCDec 2025 to now
- Panini's Bar and GrillDec 2024 to now
- Carpenter & AssociatesAug 2024 to May 2025
- Highland Consulting Associates, Inc.Jun 2024 to Aug 2024
- Park Place TechnologiesMay 2023 to May 2024
- Ohio UniversityAug 2021 to May 2025
- Heinen's CorporationFeb 2021 to Jan 2022
- Gilmour AcademyAug 2017 to May 2021
- UnemployedNov 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7978544
- Firm CRD
- 6627