Jacob Andre Bubenik

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

• 06/2005 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 06/2005 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

Stone Meadows Condo Rental JAN 2000. Not investment related. Devote approximately one hour per month. Zero hours during securities trading hours. 12000 comp per year 2305 Storm Meadows Drive, Building C, Unit 410. Steamboat Springs, CO 80487. I own Bubenik Enterprises, LLC. I run my payroll for Equitable business through it and it serves to protect my individual assets. I devote two hours per month and zero hours during securities trading hours. Since JAN 2015. Not investment related. zero comp per year 4890 W. Kennedy Blvd Suite 800 Tampa, FL 33609, Trustee for Spouse, Son and Daughter.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-07
• S63 Uniform Securities Agent State Law Examination
  1994-12-15

Other Names

• Jake Bubenik