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Jonathon Joseph Skalmusky

Equitable Advisors, LLC

Fort Myers, FL

CRD 6992141

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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 2023-10-25
FL RA APPROVED 2021-03-04
  • TX RA
    APPROVED_RES
    Since 2023-10-25
  • FL RA
    APPROVED
    Since 2021-03-04

Branch Locations

9530 Marketplace Road Suite 101, Fort Myers, FL 33912 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Matress Firm Fort Myers FL 07/2018 12/2018
Commonwealth Appleton WI 08/2017 07/2018
Spectrum Appleton WI 09/2016 08/2017
Egs Communications Green Bay WI 03/2016 09/2016
Axa Advisors, Llc New York NY 09/2018 06/2020
Equitable Advisors, Llc New York NY 09/2018 Present
  • 07/2018 → 12/2018
    Matress Firm
    Fort Myers, FL
  • 08/2017 → 07/2018
    Commonwealth
    Appleton, WI
  • 09/2016 → 08/2017
    Spectrum
    Appleton, WI
  • 03/2016 → 09/2016
    Egs Communications
    Green Bay, WI
  • 09/2018 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 09/2018 → Present
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-01
  • S66 Uniform Combined State Law Examination
    2021-03-01
Other Names
  • Jonathon Skalmusky
  • Jonathon J Skalmusky

View on SEC IAPD

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