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Jake Fillip Gershon

Equitable Advisors, LLC

Woodbridge, NJ

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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-02-25
  • NJ RA
    APPROVED
    Since 2026-02-25

Branch Locations

90 Woodbridge Center Drive 7Th Floor, Woodbridge, NJ 07095 • 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 Freehold NJ 09/2025 02/2026
Trump Golf Course Colts Neck Colts Neck NJ 07/2021 09/2025
The College Of New Jersey Ewing Township NJ 08/2021 06/2025
Colts Neck High School Colts Neck NJ 08/2017 07/2021
Eisenhower Middle School Freehold NJ 08/2014 07/2017
Equitable Advisors, Llc New York NY 02/2026 Present
  • 09/2025 → 02/2026
    Unemployed
    Freehold, NJ
  • 07/2021 → 09/2025
    Trump Golf Course Colts Neck
    Colts Neck, NJ
  • 08/2021 → 06/2025
    The College Of New Jersey
    Ewing Township, NJ
  • 08/2017 → 07/2021
    Colts Neck High School
    Colts Neck, NJ
  • 08/2014 → 07/2017
    Eisenhower Middle School
    Freehold, NJ
  • 02/2026 → Present
    Equitable Advisors, Llc
    New York, NY
Other Businesses

Trump National Golf Club Colts Neck, Golf Caddie, 1 Trump National Blvd, Colts Neck, NJ 07722, Start Date: 5/20/2022, 32 HRS PER MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-14
S63 Uniform Securities Agent State Law Examination 2025-11-11
  • S65 Uniform Investment Adviser Law Examination
    2026-02-14
  • S63 Uniform Securities Agent State Law Examination
    2025-11-11
Other Names
  • Jake Gershon

View on SEC IAPD

Other Firms

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CETERA INVESTMENT ADVISERS LLC
WORLD INVESTMENT ADVISORS, LLC
BENCHMARK FINANCIAL WEALTH ADVISORS LLC
PROSPERITY CAPITAL ADVISORS
LPL FINANCIAL LLC

Other Investors

KEVIN PATRICK RODIN
JERMAIN OCTAVEUS HALL
CHRISTOPHER MICHAEL WARENKIEWICZ
CARMINE ANTHONY DE SAN
CESARE CAGNINA
LOUIS JOSEPH SIMONE
JULIAN CORRALIZZA
THOMAS GAWRON

Other Offices

MONIMUS CAPITAL MANAGEMENT, LP · WOODBRIDGE, NJ
WELLS FARGO CLEARING SERVICES, LLC · WOODBRIDGE, NJ
RETIREMENT INCOME ADVISORY GROUP LLC · WOODBRIDGE, NJ
CETERA INVESTMENT ADVISERS LLC · Woodbridge, NJ
WORLD INVESTMENT ADVISORS, LLC · WOODBRIDGE, NJ
BENCHMARK FINANCIAL WEALTH ADVISORS LLC · Woodbridge, NJ
CETERA INVESTMENT ADVISERS LLC · WOODBRIDGE, NJ
PROSPERITY CAPITAL ADVISORS · Woodridge, NJ

More in Woodbridge, NJ

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