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Jackson Heinlen

Equitable Advisors, LLC

Greenville, SC

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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-12-03
  • SC RA
    APPROVED
    Since 2025-12-03

Branch Locations

420 E. Park Ave Suite 301, Greenville, SC 29601 • 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
Grand Traverse Ymca Traverse City MI 07/2019 04/2021
Firefly Traverse City MI 04/2021 08/2021
Greenwood Municipal Fcu Greenwood SC 05/2022 08/2022
Clemson University Clemson SC 09/2022 01/2023
Unemployed Traverse City MI 10/2015 07/2019
Your Pie Clemson SC 01/2023 05/2023
Greenwood Municipal Fcu Greenwood SC 05/2023 08/2023
Greenwood Municipal Fcu Greenwood SC 05/2024 08/2024
Clemson University Clemson SC 08/2021 12/2024
University Village At Clemson Central SC 02/2024 05/2024
University Village At Clemson Central SC 08/2024 06/2025
Tru Fcu Greenwood SC 06/2025 10/2025
Unemployed Greenwood SC 10/2025 11/2025
Equitable Advisors New York NY 11/2025 Present
  • 07/2019 → 04/2021
    Grand Traverse Ymca
    Traverse City, MI
  • 04/2021 → 08/2021
    Firefly
    Traverse City, MI
  • 05/2022 → 08/2022
    Greenwood Municipal Fcu
    Greenwood, SC
  • 09/2022 → 01/2023
    Clemson University
    Clemson, SC
  • 10/2015 → 07/2019
    Unemployed
    Traverse City, MI
  • 01/2023 → 05/2023
    Your Pie
    Clemson, SC
  • 05/2023 → 08/2023
    Greenwood Municipal Fcu
    Greenwood, SC
  • 05/2024 → 08/2024
    Greenwood Municipal Fcu
    Greenwood, SC
  • 08/2021 → 12/2024
    Clemson University
    Clemson, SC
  • 02/2024 → 05/2024
    University Village At Clemson
    Central, SC
  • 08/2024 → 06/2025
    University Village At Clemson
    Central, SC
  • 06/2025 → 10/2025
    Tru Fcu
    Greenwood, SC
  • 10/2025 → 11/2025
    Unemployed
    Greenwood, SC
  • 11/2025 → Present
    Equitable Advisors
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-18
  • S66 Uniform Combined State Law Examination
    2025-09-18

View on SEC IAPD

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Other Investors

Benjamin Kenneth Clauss
Carter Wyatt McCrary
Joy Faith Jennings
TIMOTHY SHALER SMITH
Bradley James LaRue
John Landis
William Douglas Ellison
KENNETH E HICKS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
FORTIS CAPITAL ADVISORS, LLC · Greenville, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
AMERIPRISE FINANCIAL SERVICES, LLC · Greenville, SC
GOEPPER BURKHARDT LLC · GREENVILLE, SC
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT · GREENVILLE, SC

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