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Jenna Kaye Breon

Equitable Advisors, LLC

Sykesville, MD

CRD 7259420

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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_RES 2025-10-29
NY RA APPROVED 2022-04-13
MD RA APPROVED 2021-09-17
  • TX RA
    APPROVED_RES
    Since 2025-10-29
  • NY RA
    APPROVED
    Since 2022-04-13
  • MD RA
    APPROVED
    Since 2021-09-17

Branch Locations

Sykesville, MD • 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
West Virginia University Morgantown WV 09/2015 12/2019
Equitable Advisors, Llc New York NY 06/2020 Present
Daston Corp Mclean VA 12/2019 12/2020
Shady Spring Pet Retreat Woodbine MD 05/2018 03/2020
Martin'S Food Market Eldersburg MD 02/2015 07/2017
Equitable Syracuse NY 04/2022 Present
  • 09/2015 → 12/2019
    West Virginia University
    Morgantown, WV
  • 06/2020 → Present
    Equitable Advisors, Llc
    New York, NY
  • 12/2019 → 12/2020
    Daston Corp
    Mclean, VA
  • 05/2018 → 03/2020
    Shady Spring Pet Retreat
    Woodbine, MD
  • 02/2015 → 07/2017
    Martin'S Food Market
    Eldersburg, MD
  • 04/2022 → Present
    Equitable
    Syracuse, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-02
  • S66 Uniform Combined State Law Examination
    2021-09-02
Other Names
  • Jenna Breon

View on SEC IAPD

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