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Jake Thomas Palmer

Equitable Advisors, LLC

New York, NY

CRD 8208512

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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 2026-04-24
NY RA APPROVED 2026-03-16
  • TX RA
    APPROVED
    Since 2026-04-24
  • NY RA
    APPROVED
    Since 2026-03-16

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
Unemployed Hoboken NJ 12/2025 03/2026
Thundering Surf Water Park Beach Haven NJ 05/2015 09/2017
Buckalews Beach Haven NJ 05/2017 09/2019
Tuckers Beach Haven NJ 05/2019 09/2020
Topsail Steamer Beach Haven NJ 05/2020 09/2020
Visual Marketing & Design Parsippany NJ 01/2022 11/2025
Unemployed Annandale NJ 10/2020 12/2021
Equitable Advisors, Llc. New York NY 03/2026 Present
  • 12/2025 → 03/2026
    Unemployed
    Hoboken, NJ
  • 05/2015 → 09/2017
    Thundering Surf Water Park
    Beach Haven, NJ
  • 05/2017 → 09/2019
    Buckalews
    Beach Haven, NJ
  • 05/2019 → 09/2020
    Tuckers
    Beach Haven, NJ
  • 05/2020 → 09/2020
    Topsail Steamer
    Beach Haven, NJ
  • 01/2022 → 11/2025
    Visual Marketing & Design
    Parsippany, NJ
  • 10/2020 → 12/2021
    Unemployed
    Annandale, NJ
  • 03/2026 → Present
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-25
  • S66 Uniform Combined State Law Examination
    2025-11-25
Other Names
  • Jake Palmer

View on SEC IAPD

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