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Jonathan Andrew Siemsen

Equitable Advisors, LLC

New York, NY

CRD 7995468

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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
TX RA APPROVED 2025-12-05
NY RA APPROVED 2025-05-01
  • TX RA
    APPROVED
    Since 2025-12-05
  • NY RA
    APPROVED
    Since 2025-05-01

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
Ramsey High School Ramsey NJ 09/2017 06/2021
Sacred Heart University Fairfield CT 08/2021 Present
Ramsey Recreation Commision Ramsey NJ 06/2019 08/2021
Ramsey Department Of Public Works Ramsey NJ 05/2022 Present
Ingalls & Snyder New York NY 06/2024 07/2024
Smith Middle School Ramsey NJ 09/2014 06/2017
Equitable Advisors, Llc New York NY 04/2025 Present
  • 09/2017 → 06/2021
    Ramsey High School
    Ramsey, NJ
  • 08/2021 → Present
    Sacred Heart University
    Fairfield, CT
  • 06/2019 → 08/2021
    Ramsey Recreation Commision
    Ramsey, NJ
  • 05/2022 → Present
    Ramsey Department Of Public Works
    Ramsey, NJ
  • 06/2024 → 07/2024
    Ingalls & Snyder
    New York, NY
  • 09/2014 → 06/2017
    Smith Middle School
    Ramsey, NJ
  • 04/2025 → Present
    New York, NY
Other Businesses

Ramsey Department of Public Works Part-time Employee

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-13
  • S66 Uniform Combined State Law Examination
    2025-02-13

View on SEC IAPD

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