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Jeffrey Hunter Mcintosh

Equitable Advisors, LLC

Port Orchard, WA

CRD 7315304

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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
WA RA APPROVED 2021-06-28
  • WA RA
    APPROVED
    Since 2021-06-28

Branch Locations

Port Orchard, 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
Equitable Advisors, Llc New York NY 01/2021 Present
Big Cartel Tea Lake Forest Park WA 10/2020 12/2023
Patreon San Francisco CA 03/2020 12/2023
United States Census Bureau Pasadena CA 08/2020 09/2020
Denong Tea Inc Pasadena CA 03/2018 03/2020
Teabook Bellevue WA 05/2015 03/2019
Mcintosh Tea, Llc Seattle WA 03/2010 03/2017
  • 01/2021 → Present
    Equitable Advisors, Llc
    New York, NY
  • 10/2020 → 12/2023
    Big Cartel Tea
    Lake Forest Park, WA
  • 03/2020 → 12/2023
    Patreon
    San Francisco, CA
  • 08/2020 → 09/2020
    United States Census Bureau
    Pasadena, CA
  • 03/2018 → 03/2020
    Denong Tea Inc
    Pasadena, CA
  • 05/2015 → 03/2019
    Teabook
    Bellevue, WA
  • 03/2010 → 03/2017
    Mcintosh Tea, Llc
    Seattle, WA
Other Businesses

Bright Harbor Wealth Management, LLC DBA, www.brightharborwealthmanagement.com, jeffrey@brightharborwm.com.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-18
S63 Uniform Securities Agent State Law Examination 2021-02-13
  • S65 Uniform Investment Adviser Law Examination
    2021-06-18
  • S63 Uniform Securities Agent State Law Examination
    2021-02-13
Other Names
  • Jeffrey Mcintosh

View on SEC IAPD

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