Darren Klinefelter

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

• 04/2019 → 04/2020
  Unemployed
  Boulder, CO
• 08/2017 → 04/2019
  Jeavolda Woodworks
  Boulder, CO
• 12/2013 → 08/2017
  Jeavolda Wines
  Golden, CO
• 06/2016 → Present
  Rental Property
  Bligny Sur Ouche
• 04/2020 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 04/2020 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1. RENTAL PROPERTY; 28 RUE DE L'EGLISE; 21360 BLINGY SUR OUCHE, FRANCE; OWNER; START DATE 5/2017; APPROX. 2 HRS. PER MONTH. 2. DENVER CONSISTORY - EXECUTIVE COMMITTEE; 1370 GRANT ST, DENVER, CO 80203; MEMEBER OF EXECUTIVE COMMITTEE; START DATE 1/1/2019; APPROX 1 HR PER MONTH. 3. GRAND LODGE OF COLORADO; 1130 PANORAMA DR, COLOADO SPRINGS, CO 80904; GRAND LODGE OFFICER; START DATE 1/1/2020; APPROX 3 HRS PER MONTH. 4. RENTAL HOME; 4438 DRIFTWOOD PL, BOULDER, CO 80301; JOINT OWNER; START DATE 11/15/2023; 0 HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-03

Other Names

• Darren Klinefelter
• Darren R Klinefelter