Best Investors Account Sign in

Jonathon Luke Read

Equitable Advisors, LLC

Wellesley, MA

Claim This Profile
Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-09
  • TX RA
    APPROVED
    Since 2025-04-09

Branch Locations

93 Worcester Street, Suite 103, Wellesley, MA 02481 • 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
John Hancock Boston MA 08/2022 08/2024
John Hancock Distributors Llc Boston MA 09/2022 08/2024
Chick-Fil-A Lombard IL 01/2022 03/2022
Northwestern Mutual - Mathur Group Lombard IL 09/2020 01/2021
Wheaton College Wheaton IL 08/2018 05/2022
Christian Heritage Academy Northfield IL 08/2014 06/2018
Equitable Advisors, Llc New York NY 08/2024 Present
  • 08/2022 → 08/2024
    John Hancock
    Boston, MA
  • 09/2022 → 08/2024
    John Hancock Distributors Llc
    Boston, MA
  • 01/2022 → 03/2022
    Chick-Fil-A
    Lombard, IL
  • 09/2020 → 01/2021
    Northwestern Mutual - Mathur Group
    Lombard, IL
  • 08/2018 → 05/2022
    Wheaton College
    Wheaton, IL
  • 08/2014 → 06/2018
    Christian Heritage Academy
    Northfield, IL
  • 08/2024 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-08
S63 Uniform Securities Agent State Law Examination 2022-08-18
  • S66 Uniform Combined State Law Examination
    2024-10-08
  • S63 Uniform Securities Agent State Law Examination
    2022-08-18
Designations

View on SEC IAPD

Other Firms

PEAK FINANCIAL MANAGEMENT INC
FOCUS PARTNERS WEALTH, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MORGAN STANLEY
SLC MANAGEMENT
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
SAVANT WEALTH MANAGEMENT

Other Investors

JEFFREY CHARLES SMITH
CHRISTOPHER KARL GAFFNEY
SHAUN PATRICK THOMPSON
NEEL K. TIKU
ROBERTO MARIO PANDOLFI
ROBERT STEPHEN ROSELLI
PRAN NATH TIKU
EZRA EDDIE SHAMMAY

Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA
MORGAN STANLEY · Wellesley, MA
SLC MANAGEMENT · WELLESLEY HILLS, MA

More in Wellesley, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor