Jorn-Erik Madsen

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

• 04/2019 → 02/2021
  Edward Jones
  St Louis, MO
• 10/1996 → 04/2019
  Transworld Systems, Inc.
  Lake Forest, IL
• 05/2018 → 12/2018
  Ailco
  Waukesha, WI
• 02/2017 → 06/2018
  Accord
  Oak Brook, IL
• 04/2021 → 02/2023
  Mutual Of Omaha Insurance Company
  Oak Brokk, IL
• 04/2021 → 02/2023
  Mutual Of Omaha Investor Services
  Oak Brook, IL
• 02/2023 → Present
  Equitable Advisors, Llc
  New York, NY
• 06/2025 → Present
  Equitable
  Oswego, IL
• 05/2026 → Present
  Stifel Independent Advisors, Llc
  Oswego, IL

Previous Registrations

• 2021-05-06 → 2023-03-24
  Mutual Of Omaha Investor Services, Inc.
  Oak Brook, IL
  Oakbrook Terrace, IL
• 2019-08-02 → 2021-02-04
  Edward Jones
  Oswego, IL
  St Louis, MO
  Naperville, IL

Exams

• S66 Uniform Combined State Law Examination
  2019-08-01

Other Names

• Erik Madsen