Jonathan Andrew Siemsen
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, LLCApr 2025 to now
- Ramsey Department of Public WorksMay 2022 to now
- Sacred Heart UniversityAug 2021 to now
- Ingalls & SnyderJun 2024 to Jul 2024
- Ramsey Recreation CommisionJun 2019 to Aug 2021
- Ramsey High SchoolSep 2017 to Jun 2021
- Smith Middle SchoolSep 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7995468
- Firm CRD
- 6627