Jake Thomas Palmer
Investment adviser representative at Equitable Advisors, LLC
11 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
11 years in the industry.
- Equitable Advisors, LLC.Mar 2026 to now
- UnemployedDec 2025 to Mar 2026
- Visual Marketing & DesignJan 2022 to Nov 2025
- UnemployedOct 2020 to Dec 2021
- Topsail SteamerMay 2020 to Sep 2020
- TuckersMay 2019 to Sep 2020
- BuckalewsMay 2017 to Sep 2019
- Thundering Surf Water ParkMay 2015 to Sep 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
- 8208512
- Firm CRD
- 6627