Kristin Jones

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

• 01/2015 → 10/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 08/2021 → 03/2023
  Flagship Financial Llc
  Sanatoga, PA
• 11/2020 → 08/2021
  Unemployed
  Kutztown, PA
• 08/2021 → 03/2023
  Cetera Advisor Networks
  El Segundo, CA
• 02/2024 → 03/2024
  Thrivent Investment Management Inc.
  Bellevue, WA
• 03/2023 → 02/2024
  Unemployed
  Kutztown, PA
• 03/2024 → 07/2024
  Thrivent Financial
  Appleton, WI
• 08/2024 → 02/2025
  Unemployed
  Kutztown, PA
• 02/2025 → Present
  Equitable Advisors Llc
  New York, NY

Previous Registrations

• 2024-03-04 → 2024-07-15
  Thrivent Investment Management Inc.
  Minneapolis, MN
  Bellevue, WA
• 2022-04-11 → 2023-03-17
  Cetera Wealth Services, Llc
  Sanatoga, PA
• 2010-05-01 → 2020-11-12
  Morgan Stanley
  Allentown, PA

Other Businesses

1) VOLUNTEER, RUFF LIFE RESCUE PO BOX 12, BREINIGSVILLE, PA 18031, DUTIES: PARTICIPATING IN EVENTS FOR THE ANIMAL RESCUE, START DATE: 9/1/22, 12 HRS PER MO, NOT INVESTMENT RELATED; 2)USING KRISTIN.JONES@EDUCATEDWEALTHSTRATEGIES.COM TO CONDUCT EQUITABLE BUSINESS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-23
• S66 Uniform Combined State Law Examination
  2002-10-28

Other Names

• Kristin L Guarino
• Kristin Lynn Guarino
• Kristin Lynn Jones
• Kristin Lynn Guari Jones