John W Bossle

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

• 11/2014 → Present
  Csaa/Jefferson County Bd Of Ed
  Louisville, KY
• 08/2015 → 06/2020
  Axa Advisors, Llc
  Ny, NY
• 08/2015 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1. CSAA (Catholic Schools Athletic Assoc) , Louisville, KY 40218, Basketcall Official, 12/2014, 40 hrs month 2.Greater Bullitt County Youth Football League, Shepherdsville,KY, Youth Football Official; 8/2019, 24 hrs/mnth. 3. River States Conference/Heartland Conference/American MidWest Confrence/Crossroads Conference/St Louis Intercollegiate Conference - Women's College Basketball Referee (NCAA and NAIA), since 10/1/2021, 25 hours per month 4. Member of a Limited Liability Company-Triplecrown Wealth Management, LLC. Start date: 10/20/2023. 70 hours/month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-23
• S63 Uniform Securities Agent State Law Examination
  2015-10-15

Other Names

• John W. Bossle