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Jake Dylan Corda

Equitable Advisors, LLC

New York, NY

CRD 7180863

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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
NY RA APPROVED 2021-04-12
TX RA APPROVED 2021-03-19
  • NY RA
    APPROVED
    Since 2021-04-12
  • TX RA
    APPROVED
    Since 2021-03-19

Branch Locations

1290 Avenue Of The Americas 4Th Fl, New York, NY 10104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Impressive Parking Atlantic Beach NY 05/2016 08/2017
Famous Ben's Pizza Valley Stream NY 01/2017 02/2018
American Wealth Administration Group Llc Glen Cove NY 06/2018 09/2018
University At Buffalo Buffalo NY 08/2018 05/2019
Unemployed Valley Stream NY 06/2019 09/2019
Unemployed Valley Stream NY 03/2018 05/2018
Axa Advisors Llc New York NY 10/2019 06/2020
Equitable Advisors, Llc New York NY 10/2019 Present
  • 05/2016 → 08/2017
    Impressive Parking
    Atlantic Beach, NY
  • 01/2017 → 02/2018
    Famous Ben's Pizza
    Valley Stream, NY
  • 06/2018 → 09/2018
    American Wealth Administration Group Llc
    Glen Cove, NY
  • 08/2018 → 05/2019
    University At Buffalo
    Buffalo, NY
  • 06/2019 → 09/2019
    Unemployed
    Valley Stream, NY
  • 03/2018 → 05/2018
    Unemployed
    Valley Stream, NY
  • 10/2019 → 06/2020
    Axa Advisors Llc
    New York, NY
  • 10/2019 → Present
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-03
  • S66 Uniform Combined State Law Examination
    2019-09-03
Other Names
  • Jake Corda
  • Jake Dylan Corda

View on SEC IAPD

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