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Gabriel Joseph Jewula

Equity Services, Inc.

Colchester, VT

Amherst, NY

CRD 8103762

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Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Equity Services, Inc.

One National Life Drive, Montpelier, VT 05604 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-07-17
  • NY RA
    APPROVED
    Since 2026-07-17

Branch Locations

354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States

200 John James Audubon Suite 202, Amherst, NY 14228 • 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
The Original Pancake House Williamsville NY 05/2011 10/2025
Vision Financial Group Buffalo NY 05/2023 01/2025
Equitable Advisors, Llc. New York NY 10/2025 07/2026
Equity Services Inc Montpelier VT 07/2026 Present
National Life Group Amherst NY 07/2026 Present
  • 05/2011 → 10/2025
    The Original Pancake House
    Williamsville, NY
  • 05/2023 → 01/2025
    Vision Financial Group
    Buffalo, NY
  • 10/2025 → 07/2026
    New York, NY
  • 07/2026 → Present
    Montpelier, VT
  • 07/2026 → Present
    National Life Group
    Amherst, NY
Previous Registrations
  • 2025-10-13 → 2026-07-10
    Williamsville, NY
    Williamsville, NY
    Buffalo, NY
    Williamsville, NY
Other Businesses

*THE VERMONT AGENCY, 200 JOHN JAMES AUDUBON PKWY, SUITE 202, AMHERST, NY, 14228, ONGOING, INV REL, 07/2026, INSURANCE, AGENT, DURING TRD/HRS, 10%*NPA FINANCIAL, 200 JOHN JAMES AUDUBON PKWY, SUITE 202, AMHERST, NY, 14228, ONGOING, INV REL, 07/2026, INSURANCE, AGENT, DURING TRD/HRS, 10%*ODYSSEY FINANCIAL GROUP, 200 JOHN JAMES AUDUBON PKWY, SUITE 202, AMHERST, NY, 14228, ONGOING, INV REL, 07/2026, INSURANCE, AGENT, DURING TRD/HRS, 10%*ORIGINAL PANCAKE HOUSE OF WESTERN NY, 5479 MAIN STREET, WILLIAMSVILLE, NY, 14221, ONGOING, NOT INV REL, VP OF FAMILY BUSINESS, NOT DURING TRD/HRS, 0%. *R JEWULA HOLDINGS LLC, 5479 MAIN STREET, WILLIAMSVILLE, NY, 14221, ONGOING, INV REL, 07/2026, BOARD MEMBER, PROPERTY OWNER, NOT DURING TRD/HRS, 0%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-06
  • S66 Uniform Combined State Law Examination
    2025-10-06
Other Names
  • Gabriel Jewula

View on SEC IAPD

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