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Jason Ryan Bennett

Equitable Advisors, LLC

Avon Lake, OH

Sheffield, OH

CRD 6069724

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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 2023-08-09
OH RA APPROVED 2016-08-01
  • TX RA
    APPROVED_RES
    Since 2023-08-09
  • OH RA
    APPROVED
    Since 2016-08-01

Branch Locations

Avon Lake, OH • United States

5061 Abbe Rd N Suite 2, Sheffield, OH 44035 • 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
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 05/2016 06/2020
Equitable Advisors, Llc New York NY 05/2016 Present
Other Businesses

Treasurer of Rocky RIver Soccer Organization. Start date: 7/21/2023. Two hours/month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-29
S63 Uniform Securities Agent State Law Examination 2012-08-29
  • S65 Uniform Investment Adviser Law Examination
    2016-07-29
  • S63 Uniform Securities Agent State Law Examination
    2012-08-29
Other Names
  • Jason Bennett

View on SEC IAPD

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