Jason Sorensen
Investment adviser representative at Equitable Advisors, LLC
16 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
16 years in the industry.
- Equitable Advisors, LLCMar 2026 to now
- UnemployedAug 2024 to Mar 2026
- Chalaire and Associates EngineeringAug 2021 to Aug 2024
- UnemployedMar 2021 to Aug 2021
- Freedom Boat ClubAug 2020 to Mar 2021
- Aqua East Surf ShopJun 2019 to Dec 2020
- University of North FloridaJun 2019 to Aug 2020
- Side Out Volleyball ClubJun 2018 to Jun 2019
- Blue Water Boat RentalsJan 2017 to Jun 2018
- Groundswell Surf ShopJan 2010 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8201047
- Firm CRD
- 6627