Jason Christopher Woodruff

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

• 04/2018 → 07/2018
  Primerica Financial Services
  Indianapolis, IN
• 04/2018 → 07/2018
  Pfs Investments Inc.
  Indianapolis, IN
• 05/2016 → 02/2021
  Janell Enterprises
  Indianapolis, IN
• 09/2018 → 05/2019
  Thrivent Investment Management Inc
  Indianapolis, IN
• 09/2018 → 05/2019
  Thrivent Financial
  Appleton, WI
• 06/2019 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 06/2019 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2018-09-10 → 2019-05-31
  Thrivent Investment Management Inc.
  Carmel, IN
• 2018-04-24 → 2018-05-11
  Pfs Investments Inc.
  Carmel, IN
• 2014-08-05 → 2016-05-13
  J.P. Morgan Securities Llc
  Indianapolis, IN
• 2009-09-01 → 2014-08-25
  Fifth Third Securities, Inc.
  Grand Rapids, MI
  Kalamazoo, MI
  Lake City, MI
  Cadillac, MI
• 2006-05-25 → 2009-09-02
  Chase Investment Services Corp.
  Fishers, IN
  Carmel, IN
  Westfield, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Mooresville, IN
  Westfield, IN
  Beech Grove, IN
  Carmel, IN
  Indianapolis, IN
  Avon, IN
  Plainfield, IN
  Plainfield, IN
  Carmel, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Noblesville, IN
  Indianapolis, IN
  Indianapolis, IN
  Bloomington, IN
  Noblesville, IN
  Brownsburg, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Lafayette, IN
  Lafayette, IN
  Crawfordsville, IN
  Indianapolis, IN
  Indianapolis, IN
  Avon, IN
  Indianapolis, IN
  Indianapolis, IN
  Carmel, IN
  Indianapolis, IN
  Indianapolis, IN
  Fishers, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Carmel, IN
  West Lafayette, IN
  Fishers, IN
  Lafayette, IN
  Lafayette, IN
  West Lafayette, IN
  Indianapolis, IN
  Zionsville, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Crawfordsville, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-13
• S63 Uniform Securities Agent State Law Examination
  1996-08-06

Other Names

• Jason C Woodruff