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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-09-21
PA RA APPROVED 2021-06-15
  • TX RA
    APPROVED_RES
    Since 2023-09-21
  • PA RA
    APPROVED
    Since 2021-06-15

Branch Locations

Wayne, PA • United States

1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 05/2020 06/2020
Overbrook Golf Club Villanova PA 04/2012 05/2020
Equitable Advisors, Llc New York NY 05/2020 Present
  • 05/2020 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 04/2012 → 05/2020
    Overbrook Golf Club
    Villanova, PA
  • 05/2020 → Present
    New York, NY
Other Businesses

1) REALTY BENEFIT SERVICES 210 LAKE DRIVE EAST, SUITE 310 CHERRY HILL, NJ 08002, SALES ASSOCIATE, DUTIES: SALES OF TAX ACCOUNT PROGRAM FOR WHICH REALTY BENEFITS SERVICES COLLECTS THE ADMINISTRATION FEE, START DATE: 6/5/23, 10 HRS PER MO; 2) DERGALIS ASSOCIATES LLC 210 LAKE DRIVE EAST, SUITE 310 CHERRY HILL, NJ 08002, SALES ASSOCIATE, DUTIES: SALES OF GROUP AND INDIVIDUAL ANCILLARY PRODUCTS, START DATE: 6/5/23, 10 HRS PER MO; 3) HTTPS://KARR-BARTHASSOCIATES.COM/;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-02
  • S66 Uniform Combined State Law Examination
    2021-06-02
Other Names
  • Jameson Donahue
  • Jameson J. Donahue
  • Jameson Donahue

View on SEC IAPD

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