Marlyn 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:

Current Employers

Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2001-01-22

VA RA
APPROVED

Since 2001-01-22

Branch Locations

Powhatan, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Marlyn Jones, Cpa, Llc	Midlothian	VA	10/2002	Present
Axa Advisors, Llc	New York	NY	11/1999	06/2020
Equitable Advisors, Llc	New York	NY	11/1999	Present

10/2002 → Present

Marlyn Jones, Cpa, Llc

Midlothian, VA
11/1999 → 06/2020

Axa Advisors, Llc

New York, NY
11/1999 → Present

Equitable Advisors, Llc

New York, NY

Other Businesses

1)JONES & ROBERTS FINANCIAL, CPA, LLC, 14406 SOMMERVILLE CT., MIDLOTHIAN, VA 23113, OWNER, TAX PREPARATION, BUSINESS BOOKKEEPING SERVICES, SMALL BUSINESS CONSULTING, TRUSTED ADVISOR, START DATE:1/1/92, 180 HRS PER MO; 2) ADMINISTRATIOR/EXECUTOR OF AN ESTATE AND AS TRUSTEE CAN AFFECT TRADES. NO EQUITABLE CLIENTS INVOLVED IN THE ESTATE.SINCE 08/2006; 3) OWNER OF VACATION RENTAL, 103 WOOD DUCK DRIVE, KITTY HAWK, NC 27949, START DATE: 8/16/06, 2 HRS PER MO, BANK ACCOUNT: MARILYN JONES JAMES HANKINS BOTH SIGNATORS, NOT INVESTMENT RELATED; 4) OWNER OF COMMERCIAL RENTAL PROPERTY AT 14406 SOMMERVILLE COURT, SOLE MEMBER, MIDLOTHIAN, VA 23113, START DATE: 1/1/06, 5 HR PER MO, BANK ACCT: SOMMERVILLE VENTURES, LLC, SIGNATOR, NOT INVESTMENT RELATED; 5) USING INFO@JRACF.COM, MARLYN.MATCREW@GMAIL.COM, AND WWW.JRACFTAX.COM;6)Matcrew LLC, 1455 Huguenot Trail Powhatan, VA, Tax preparation, business bookkeeping services, small business consulting, Start Date: 1/1/2025, 40 HRS PER MO, Not Investment Related;7)Spences Promise Inc 1455 Huguenot Trail Powhatan, VA 23139, President, Start Date: 1/1/2019, 5 HRS PER MO, No Compensation received;7)Owner/ Rental Agent, 1445 Huguenot Trail Powhatan, VA 23139, Start Date: 11/01/2025, 1 HR PER MO, Not Investment Related

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2000-10-02
S63	Uniform Securities Agent State Law Examination	2000-01-12

S65 Uniform Investment Adviser Law Examination

2000-10-02
S63 Uniform Securities Agent State Law Examination

2000-01-12

Other Names

Marlyn Jones
Maryln J Roberts
Maryln J Jones
Marlyn Jones Hankins

View on SEC IAPD