Coleman James Clemons

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2024 → 06/2025
  Mercedes Benz
  San Rafael, CA
• 06/2024 → 09/2024
  Marin Mazda
  San Rafael, CA
• 06/2025 → 03/2026
  Unemployed
  Larkspur, CA
• 05/2023 → 06/2024
  Cc Retail, Llc
  Los Angeles, CA
• 01/2022 → 05/2023
  Bmw Of San Rafael
  San Rafael, CA
• 08/2021 → 01/2022
  Unemployed
  Larkspur, CA
• 06/2021 → 08/2021
  Woodward Park City Utah
  Park City, UT
• 03/2020 → 06/2021
  Unemployed
  Larkspur, CA
• 08/2019 → 03/2020
  Left Bank Brasserie
  Larkspur, CA
• 04/2019 → 08/2019
  Sausalito Ferry Coe
  Sausalito, CA
• 10/2018 → 04/2019
  Motopia
  San Rafael, CA
• 08/2016 → 12/2019
  Tamalpias High School
  Mill Valley, CA
• 09/2024 → 12/2024
  Unemployed
  Larkspur, CA
• 03/2026 → Present
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-12-22

Other Names

• Coleman Clemons