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Jonathan Steiger

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, LLCAug 2026 to now
  2. PccsMar 2023 to now
  3. A.J. GallagherMay 2025 to Jun 2025
  4. Arla FoodsAug 2024 to Feb 2025
  5. The College of New JerseyJun 2022 to May 2026
  6. UnemployedJan 2022 to May 2022
  7. Healthy Heart SnacksSep 2021 to Dec 2021
  8. Six FlagsJun 2021 to Sep 2021
  9. UnemployedJun 2016 to May 2021

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

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

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
8305172
Firm CRD
6627
Advisor's SEC record (opens in a new tab)
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