John Richard Wilson

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

• 06/2006 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 06/2006 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2006-03-23 → 2006-06-22
  Mml Investors Services, Llc
  Tulsa, OK
  Tulsa, OK
• 2001-04-18 → 2005-08-29
  Morgan Stanley Dw Inc.
  Oklahoma Cty, OK

Other Businesses

various outside insurance and brokerage contracts

Exams

• S66 Uniform Combined State Law Examination
  2000-12-29

Other Names

• John Wilson