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Jake A Edwards

Equitable Advisors, LLC

Scottsdale, AZ

Scottsdale, AZ

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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-08-03
  • AZ RA
    APPROVED
    Since 2023-08-03

Branch Locations

Scottsdale, AZ • United States

14851 N. Scottsdale Road Suite 103, Scottsdale, AZ 85254 • 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
Robinhood Financial, Llc Tempe AZ 06/2021 10/2022
Univeristy Of Arizona Tucson AZ 08/2016 12/2020
Rjp Estate Planning Tucson AZ 03/2020 10/2020
James Baumann Cfp Phoenix AZ 06/2017 08/2019
Micamp Solutions Scottsdale AZ 10/2020 06/2021
Robinhood Markets, Inc Tempe AZ 06/2021 10/2022
Equitable Advisors, Llc New York NY 07/2023 Present
Wells Fargo Clearing Services, Inc. Chandler AZ 12/2022 05/2023
Unemployed Scottsdale AZ 05/2023 07/2023
Unemployed Scottsdale AZ 10/2022 12/2022
  • 06/2021 → 10/2022
    Robinhood Financial, Llc
    Tempe, AZ
  • 08/2016 → 12/2020
    Univeristy Of Arizona
    Tucson, AZ
  • 03/2020 → 10/2020
    Rjp Estate Planning
    Tucson, AZ
  • 06/2017 → 08/2019
    James Baumann Cfp
    Phoenix, AZ
  • 10/2020 → 06/2021
    Micamp Solutions
    Scottsdale, AZ
  • 06/2021 → 10/2022
    Robinhood Markets, Inc
    Tempe, AZ
  • 07/2023 → Present
    Equitable Advisors, Llc
    New York, NY
  • 12/2022 → 05/2023
    Wells Fargo Clearing Services, Inc.
    Chandler, AZ
  • 05/2023 → 07/2023
    Unemployed
    Scottsdale, AZ
  • 10/2022 → 12/2022
    Unemployed
    Scottsdale, AZ
Other Businesses

Phoenician Resort, Pool Server, Weekends only. Not investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-21
S63 Uniform Securities Agent State Law Examination 2021-11-23
  • S66 Uniform Combined State Law Examination
    2023-07-21
  • S63 Uniform Securities Agent State Law Examination
    2021-11-23
Other Names
  • Jake Austin Edwards
  • Jake Edwards

View on SEC IAPD

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