Jacqueline Mae Vermette

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

• 01/2019 → 02/2020
  Oppenheimer & Co., Inc
  Kalamazoo, MI
• 10/2015 → 11/2018
  Veteran Affairs Medical Center
  Battle Creek/ Grand Rapids, MI
• 11/2018 → 01/2019
  Unemployed
  Kalamzoo, MI
• 06/2020 → 12/2020
  Minnesota Life Insurance Company
  St Paul, MN
• 06/2020 → 12/2020
  Securian Financial Services Inc
  St Paul, MN
• 06/2020 → 12/2020
  Securian Financial Advisors Of Great Lakes
  Novi, MI
• 03/2020 → 05/2020
  Unemployed
  Kalamzoo, MI
• 12/2020 → 11/2021
  Unemployed
  Kalamazoo, MI
• 11/2021 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

SECOND VICE COMMANDER OF THE AMERICAN LEGION POST 36, JUNE 2026, ASSIST WTIH MANAGING SOCIAL MEDIA ACCOUNTS, MANAGE VOLUNTEERS, MANAGE CALENDAR, RECRUIT OTHER VETERANS AND ORGANIZE CEREMONIES, 15 HOURS PER MONTH.

Exams

• S66 Uniform Combined State Law Examination
  2021-12-09
• S63 Uniform Securities Agent State Law Examination
  2020-01-21

Other Names

• Jackie Vermette
• Jacqueline Mae Vermette
• Jacqueline Mar Vermette