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Jake Edward Rebholz

Equitable Advisors, LLC

Madison, WI

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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-12-15
  • WI RA
    APPROVED
    Since 2025-12-15

Branch Locations

429 Gammon Place, Suite B200, Madison, WI 53719 • 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
Draft House Bar & Restaurant Verona WI 10/2016 03/2020
Hawks Landing Golf Club Verona WI 04/2020 08/2024
Kwik Trip Verona WI 08/2022 09/2022
Freshfin Madison WI 08/2023 10/2025
Unemployed Verona WI 10/2015 10/2016
Equitable Advisors, Llc New York NY 11/2025 Present
  • 10/2016 → 03/2020
    Draft House Bar & Restaurant
    Verona, WI
  • 04/2020 → 08/2024
    Hawks Landing Golf Club
    Verona, WI
  • 08/2022 → 09/2022
    Kwik Trip
    Verona, WI
  • 08/2023 → 10/2025
    Freshfin
    Madison, WI
  • 10/2015 → 10/2016
    Unemployed
    Verona, WI
  • 11/2025 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-12
  • S66 Uniform Combined State Law Examination
    2025-09-12
Other Names
  • Jake Edward Rebholz
  • Jake Rebholz

View on SEC IAPD

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Other Investors

KRISTY LYNN REED
Gavin Wishart
SEAN STEPHEN WAYNE
TRAVIS RICHARD HEISER
MICHAEL DONALD GANT
Renee Elizabeth Lucas
ORSAN M KHARBUSH
Matthew Miller

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI
CLF ASSET MANAGEMENT, INC. · MADISON, WI
EAGLE STRATEGIES LLC · MADISON, WI
VALMARK ADVISERS, INC. · Madison, WI
GREENPOINT ASSET MANAGEMENT V LLC · MADISON, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI

More in Madison, WI

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