Makoyo Jacob Makoyo

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

• 03/2005 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 03/2005 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1) CYCLE INSTRUCTOR, FITNESS COMPANY, DUTIES: TEACH A CYCLE CLASS, START DATE: 6/1/17, 20 HRS PER MO; 2) ZIKI MAKOYO FOUNDATION FOR GLOBAL HEALTH TANZANIA, 213 GREEN VIEW COURT PLYMOUTH MEETING, PA 19462, VOLUNTEER TRUSTEE, DUTIES: I SEND ANY AND ALL DONATIONS TO RAO HOSPITAL AND OTHER NGOS IN TANZANIA PROVIDING MEDICINAL AND MEDICAL EQUIPMENT. I ONLY ACT IN A CUSTODIAL CAPACITY AS THE GRANDSON OF DR. ZIKI MAKOYO, DAVID MAKOYO, FOUNDED THE FOUNDATION., START DATE: 8/30/21, 1 HR PER MO; 3) CONSULTANT, DUTIES: I WILL BE PROVIDING MANAGEMENT GUIDANCE TO THE LEADERSHIP TEAM FOR VOLUNTEER NON-PROFIT ORGANIZATIONS., 8 HRS PER MO; 4) USING HTTPS://KARR-BARTHASSOCIATES.COM/ TO CONDUCT EQUITABLE BUSINESS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-09
• S63 Uniform Securities Agent State Law Examination
  1998-12-01

Other Names

• Makoyo Jacob Olwengo Makoyo
• Jacob Makoyo