Jake Coss
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, LLCApr 2026 to now
- Crystal Lake Country ClubJun 2023 to now
- Northwestern MutualJan 2025 to May 2025
- Battaglia IndustriesJun 2024 to Aug 2024
- Hy-veeFeb 2024 to Jun 2024
- Augustana CollegeAug 2021 to May 2025
- Urban Air Adventure ParkJun 2019 to Aug 2021
- UnemployedJan 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7993474
- Firm CRD
- 6627