Jacob Beyer Klein

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

• 09/2021 → 06/2025
  California Polytechnic San Luis Obispo
  San Luis Obispo, CA
• 10/2024 → 04/2025
  Fluid Sports Nutrition
  San Luis Obispo, CA
• 06/2023 → 08/2023
  Bygmusic
  Manhattan Beach, CA
• 07/2023 → 07/2023
  Steve And Kate's Camp
  Oakland, CA
• 06/2021 → 07/2021
  Oakland Lacrosse Club
  Oakland, CA
• 08/2017 → 06/2021
  Oakland Technical High School
  Oakland, CA
• 06/2019 → 08/2019
  Oakland Lacrosse Club
  Oakland, CA
• 03/2016 → 07/2017
  Unemployed
  Oakland, CA
• 08/2021 → 08/2021
  Unemployed
  Oakland, CA
• 07/2025 → 04/2026
  Unemployed
  Brooklyn, NY
• 04/2026 → Present
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-02-13

Other Names

• Jack Klein