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Jenna Caraccio

Equitable Advisors, LLC

Flanders, NJ

Woodbridge, NJ

CRD 7419265

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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
NJ RA APPROVED 2021-11-18
  • NJ RA
    APPROVED
    Since 2021-11-18

Branch Locations

Flanders, NJ • United States

90 Woodbridge Center Drive 7Th Floor, Woodbridge, NJ 07095 • 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
Morris Hills Regional District Denville NJ 09/2017 06/2021
Centenary University Hackettstown NJ 01/2021 05/2023
Id Tech Camps Mahwah NJ 06/2014 08/2018
North Arlington School District North Arlington NJ 01/2016 06/2017
Equitable Advisors Llc New York NY 08/2021 Present
The College Of New Jersey Ewing NJ 10/2018 08/2020
  • 09/2017 → 06/2021
    Morris Hills Regional District
    Denville, NJ
  • 01/2021 → 05/2023
    Centenary University
    Hackettstown, NJ
  • 06/2014 → 08/2018
    Id Tech Camps
    Mahwah, NJ
  • 01/2016 → 06/2017
    North Arlington School District
    North Arlington, NJ
  • 08/2021 → Present
    Equitable Advisors Llc
    New York, NY
  • 10/2018 → 08/2020
    The College Of New Jersey
    Ewing, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-29
  • S66 Uniform Combined State Law Examination
    2021-10-29
Other Names
  • Jenna Koch

View on SEC IAPD

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