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Kevin Michael Jones

Equitable Advisors, LLC

Steilacoom, WA

CRD 7287763

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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 2024-05-15
WA RA APPROVED 2020-10-09
  • TX RA
    APPROVED_RES
    Since 2024-05-15
  • WA RA
    APPROVED
    Since 2020-10-09

Branch Locations

Steilacoom, WA • 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
Oregon Golf Association Woodburn OR 03/2019 03/2020
Washington State Golf Association Federal Way WA 08/2014 03/2019
Unemployed Steilacoom WA 03/2020 07/2020
Equitable Advisors,Llc New York NY 08/2020 Present
  • 03/2019 → 03/2020
    Oregon Golf Association
    Woodburn, OR
  • 08/2014 → 03/2019
    Washington State Golf Association
    Federal Way, WA
  • 03/2020 → 07/2020
    Unemployed
    Steilacoom, WA
  • 08/2020 → Present
    Equitable Advisors,Llc
    New York, NY
Other Businesses

Administrator / POA for parents estate

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-24
  • S66 Uniform Combined State Law Examination
    2020-09-24
Other Names
  • Kevin Jones

View on SEC IAPD

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