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Jake Egerton Pollitt

Equitable Advisors, LLC

Dallas, TX

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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 2021-06-18
  • TX RA
    APPROVED
    Since 2021-06-18

Branch Locations

12377 Merit Drive Suite 1500, Dallas, TX 75251 • 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 05/2020 06/2020
The Garage Burgers & Beer Norman OK 05/2018 03/2020
Leger Ketchum & Cohoon, Pllc The Woodlands TX 05/2017 08/2017
University Of Oklahoma Norman OK 08/2016 03/2020
Equitable Advisors, Llc New York NY 05/2020 Present
  • 05/2020 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 05/2018 → 03/2020
    The Garage Burgers & Beer
    Norman, OK
  • 05/2017 → 08/2017
    Leger Ketchum & Cohoon, Pllc
    The Woodlands, TX
  • 08/2016 → 03/2020
    University Of Oklahoma
    Norman, OK
  • 05/2020 → Present
    Equitable Advisors, Llc
    New York, NY
Other Businesses

OUTSIDE INSURANCE

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-17
S63 Uniform Securities Agent State Law Examination 2020-11-11
  • S65 Uniform Investment Adviser Law Examination
    2021-06-17
  • S63 Uniform Securities Agent State Law Examination
    2020-11-11
Other Names
  • Jake Pollitt

View on SEC IAPD

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Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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