Jesse Michael Romano

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → 08/2018
  Cowfish
  Hampton Bays, NY
• 12/2016 → 01/2018
  Paraco
  Shirley, NY
• 09/2012 → 12/2016
  Jc's Restaurant
  Mastic, NY
• 08/2013 → 05/2017
  Suny Oswego
  Oswego, NY
• 08/2017 → 08/2018
  Suny Oswego
  Oswego, NY
• 08/2018 → 09/2018
  Unemployed
  Shirley, NY
• 09/2018 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/2018 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

TransAmerica Term Life

Exams

• S66 Uniform Combined State Law Examination
  2019-02-22

Other Names

• Jesse Romano