Jane Marie Mccarthy

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

• 09/2006 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/2006 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1) Northeast Referral Group - Referral Associate non-investment - Wallingford, CT - 05/2018 2) Business Network International - Member Non-Investment - 10/2019 - 5hrs/mth. 3) Position of Trust - Mother. 4) Position of Trust - Spouse. 5) McCarthy & Grandchamp Insurance & Investment Agency, Inc - Owner/Agent Non-Investment - Red Hook, NY - 09/2025 - 10hrs/mth. 6) Independent Agent Outside Fixed Insurance Appointments.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-11
• S63 Uniform Securities Agent State Law Examination
  2007-01-16

Other Names

• Jane Marie Heinz