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Jacob Aaron

Equitable Advisors, LLC

West Columbia, SC

Irmo, SC

CRD 7278776

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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
KY RA APPROVED 2026-01-08
SC RA APPROVED 2020-09-22
  • KY RA
    APPROVED
    Since 2026-01-08
  • SC RA
    APPROVED
    Since 2020-09-22

Branch Locations

West Columbia, SC • United States

1180 Columbia Ave Suite 201, Irmo, SC 29063 • 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
Equitable Advisors, Llc New York NY 08/2020 Present
Amazon West Columbia SC 05/2017 07/2017
Cliffs At Glassy Golf Landrum SC 08/2019 01/2020
North Greenville University Tigerville SC 09/2018 03/2020
Outdoor Underwriters Columbia SC 06/2019 08/2019
North Greenville University Tigerville SC 08/2016 05/2020
Unemployed Irmo SC 05/2020 08/2020
  • 08/2020 → Present
    Equitable Advisors, Llc
    New York, NY
  • 05/2017 → 07/2017
    Amazon
    West Columbia, SC
  • 08/2019 → 01/2020
    Cliffs At Glassy Golf
    Landrum, SC
  • 09/2018 → 03/2020
    North Greenville University
    Tigerville, SC
  • 06/2019 → 08/2019
    Outdoor Underwriters
    Columbia, SC
  • 08/2016 → 05/2020
    North Greenville University
    Tigerville, SC
  • 05/2020 → 08/2020
    Unemployed
    Irmo, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-10
  • S66 Uniform Combined State Law Examination
    2020-09-10
Other Names
  • Jake Aaron

View on SEC IAPD

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