Jeffrey Gerard Gundrum

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

DBA, CUBE FINANCIAL PARTNERS, LLC. RENTAL PROPERTIES, LANDLORD, OWNER, TWO CONDOS AND THREE TOWNHOMES, START 07.2007, 12 HRS PER MO, 7551 PER MO, PAYS MORTGAGE. CUBE FINANCIAL PARTNERS, LLC, PARTNER, SHARE IN MANAGING THE GROUP, 6/30/2021, 10 HOURS PER MONTH, 0 COMPENSATION.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-03
• S63 Uniform Securities Agent State Law Examination
  1991-04-29