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Mark Jacobs

Equitable Advisors, LLC

Overland Park, KS

CRD 5904045

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-05-07
KS RA APPROVED 2011-06-20
  • TX RA
    APPROVED_RES
    Since 2020-05-07
  • KS RA
    APPROVED
    Since 2011-06-20

Branch Locations

7171 W 95Th St. Suite 200, Overland Park, KS 66212 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc Overland Park KS 05/2011 06/2020
Equitable Advisors, Llc New York NY 05/2011 Present
Other Businesses

1. Realty Benefit Services; 210 Lake Dr East Suite 310 Cherry Hill, NJ 08002; SALES ASSOCIATE; START 10/15/2025; APPROX 8 HOURS/MONTH. 2. Dergalis Associates, LLC; 210 Lake Dr East Suite 310 Cherry Hill, NJ 08002; SALES ASSOCIATE; START 10/15/2025; APPROX 8 HOURS/MONTH.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-17
  • S66 Uniform Combined State Law Examination
    2011-06-17

View on SEC IAPD

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