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Jourdan Smith

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.

  1. Equitable Advisors, LLCJun 2026 to now
  2. UnemployedJan 2026 to Jun 2026
  3. Roadtrip NationOct 2025 to Dec 2025
  4. UnemployedMay 2025 to Oct 2025
  5. Keiter CpaJul 2023 to Jul 2023
  6. Lasership IncJun 2023 to Jul 2023
  7. Severn PeanutsSep 2022 to Sep 2022
  8. Bekoz MarketingJul 2022 to Jul 2022
  9. Chowan UniversityAug 2021 to May 2025
  10. Dr. Henry A. Wise, Jr HighschoolApr 2016 to May 2021

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (MD).

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
8252751
Firm CRD
6627
Advisor's SEC record (opens in a new tab)
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