Jonathan Worner
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, LLCJun 2026 to now
- Army National GuardDec 2024 to now
- GardaworldNov 2024 to Mar 2026
- Tamarack MaterialsSep 2024 to Nov 2025
- Ymca Northern SkyAug 2023 to Sep 2024
- Opatril ConcreteMay 2023 to Nov 2023
- Concordia CollegeAug 2022 to Aug 2023
- 3m WonewokMay 2022 to Aug 2022
- Hugo's Family Market PlaceMay 2020 to May 2022
- Northern CycleMay 2019 to May 2020
- Rpt MusicMay 2018 to May 2019
- UnemployedJan 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 8256279
- Firm CRD
- 6627