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Jacob D Lana

Equitable Advisors, LLC

Rochester, NY

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-01-16
  • NY RA
    APPROVED
    Since 2026-01-16

Branch Locations

765 Jefferson Road 3Rd Fl, Suite 310, Rochester, NY 14623 • 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
Viavi Solutions Henrietta NY 10/2014 10/2024
Equitable Advisors, Llc Williamsville NY 10/2024 10/2025
Equitable Advisors, Llc New York NY 10/2025 Present
Michelle Direnzo Rochester NY 10/2025 Present
Other Businesses

1) POA Father. 2) RSA Michelle DiRenzo. 3) POA Mother. 4) POA Aunt. 5) POA Step-Mother.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-15
  • S66 Uniform Combined State Law Examination
    2026-01-15
Other Names
  • Jacob Lana

View on SEC IAPD

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MORGAN STANLEY · Rochester, NY
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EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

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