Justin Taylor Carlson

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

• 11/2011 → 06/2020
  Axa Advisors
  New York, NY
• 11/2011 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2013-03-21 → 2013-12-18
  Equitable Advisors, Llc
  Milltown, NJ
  Edison, NJ
  Edison, NJ

Other Businesses

Lightning Financial LLC, 20% partner/member of LLC, LLC was opened to pay a new NRF Employee, 300 Lighting Way, Suite 702 Secaucus, NJ, 07094, Start Date: 7/14/2026, Not investment related;

Exams

• S66 Uniform Combined State Law Examination
  2013-03-19
• S63 Uniform Securities Agent State Law Examination
  2012-04-17

Other Names

• Justin Carlson