James Delatour Reese

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

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1. ADVENTURE WEST COUNCIL, BOY SCOUTS OF AMERICA; 2215 23RD AVENUE, GREELEY, CO; NON PROFIT ADVISORY BOARD; BOARD MEMBER, TRUSTEE; GENERAL DUTIES; START DATE 1/1/2001; APPROX. 1 HR. PER MTH. 2. BEN C DELATOUR FOUNDATION, COLORADO STATE BANK AND TRUST, DENVER CO; PRIVATE FOUNDATION, NONPROFIT, TRUSTEE; START DATE 1/1/1999; APPROX. 1 HR PER MO. 3. FP IS THE EXECUTOR OF HIS MOTHER'S ESTATE AND IS IN CHARGE OF DISTIBUTING THE ASSETS TO THE BENEFICIARIES. THERE IS NO TRUST INVOLVED. NOT AGENT OF RECORD ON ANY ACCOUNT. 4. FP IS THE EXECUTOR FOR THE ESTATE OF HIS DECEASED AUNT BONNIE SMITH. NOT EQUITABLE CLIENT. 5. FP IS THE EXECUTOR/TRUSTEE OF HIS GRANDMOTHER'S ESTATE, AGNES E. DELATOUR. NOT AGENT OF RECORD ON THE ACCOUNT. 6. FP IS THE EXECUTOR/TRUSTEE OF HIS DECEASED FATHER'S ESTATE, JAMES W. REESE. NOT AGENT OF RECORD ON ANY ACCOUNT.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-06
• S63 Uniform Securities Agent State Law Examination
  1993-07-30

Other Names

• Jim Reese