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Sergio Arnaldo Jaramillo

Equitable Advisors, LLC

Fort Worth, TX

Azle, TX

CRD 6620074

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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 2017-01-19
  • TX RA
    APPROVED
    Since 2017-01-19

Branch Locations

801 Cherry Street Suite 2300, Fort Worth, TX 76102 • United States

Azle, TX • 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 08/2016 06/2020
Equitable Advisors, Llc New York NY 08/2016 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-22
  • S66 Uniform Combined State Law Examination
    2016-11-22

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
M2G VENTURES LLC
ACHELION CAPITAL MANAGEMENT, LLC

Nearby Investors

MICHAEL PETER BRUNN
Joseph D'Agostino
RYAN HOLLOWAY COX

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX

More in Fort Worth, TX

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