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Jessica Catherine Storer

Equitable Advisors, LLC

Wantagh, NY

CRD 6630321

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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
NY RA APPROVED 2021-04-12
  • NY RA
    APPROVED
    Since 2021-04-12

Branch Locations

Wantagh, NY • 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
Bccs Marcus Ave New Hyde Park NY 09/2014 06/2017
Axa Advisors, Llc New York NY 04/2016 10/2018
Hagedorn Little Village School Seaford NY 09/2016 07/2017
Equitable Advisors, Llc New York NY 04/2016 Present
  • 09/2014 → 06/2017
    Bccs Marcus Ave
    New Hyde Park, NY
  • 04/2016 → 10/2018
    Axa Advisors, Llc
    New York, NY
  • 09/2016 → 07/2017
    Hagedorn Little Village School
    Seaford, NY
  • 04/2016 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-17
  • S66 Uniform Combined State Law Examination
    2017-08-17
Other Names
  • Jessica Storer

View on SEC IAPD

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