Jacob R Birch
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, LLCDec 2024 to now
- Placer Union High School DistrictAug 2024 to Jan 2025
- Del Oro HighschoolJul 2024 to Oct 2024
- TargetJun 2022 to Jun 2024
- Associated Students of San Diego State UniversityAug 2021 to Jun 2024
- San Diego State UniversityAug 2021 to May 2024
- TargetFeb 2021 to Aug 2021
- UnemployedOct 2014 to Jan 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8003874
- Firm CRD
- 6627