Jonathan William Zollo

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

TARPON SPRINGS HIGH SCHOOL LEADERSHIP AND MUSIC CONSERVATORY, TARPON SPRINGS FL, MUSIC TEACHER, STARTED 8/2003, 10 HRS/MO, $150 COMP/YR, NOT INVESTMENT RELATED. LEADERSHIP CONSERVATORY FOUNDATION, INC, CLEARWATER FL, TREASURER, STARTED JUNE 2012, 8 HR/MO, NO COMP, NOT INVESTMENT RELATED. BESTOW AGENCY LLC, GENERAL AGENCY, OUTSIDE TERM INSURANCE, STARTED 04/2021, $5K/YR COMP. MRW FINANCIAL, GENERAL AGENCY, TERM LIFE, UNIVERSAL, AND WHOLE LIFE OUTSIDE INSURANCE SALES, STARTED 01/22. THE BAILEY GROUP DBA. WWW.THEBAILEYGP.COM OUTSIDE BUSINESS RELATED WEBSITE.

Exams

• S66 Uniform Combined State Law Examination
  2000-03-30

Other Names

• Jonathan W Zollo