Jacob Dobich

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

• 05/2020 → 06/2020
  Axa Advisors, Llc
  New York, PA
• 08/2016 → 05/2020
  University Of Maryland
  College Park, MD
• 08/2017 → 12/2019
  University Of Maryland
  College Park, MD
• 01/2019 → 05/2019
  Seventy2 Capital Wealth Management
  Bethesda, MD
• 06/2016 → 08/2019
  Danny West Painting And Remodeling Llc
  Washington, PA
• 05/2020 → Present
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-07-02