Jesse Dylan Bollinger

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:

Current Employers

Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2023-07-25
TX	RA	APPROVED	2023-07-24

UT RA
APPROVED

Since 2023-07-25
TX RA
APPROVED

Since 2023-07-24

Branch Locations

Cottonwood Heights, UT • United States

2825 E Cottonwood Parkway Suite 430, Salt Lake City, UT 84121 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Midvale	UT	07/2016	07/2023
Equitable Advisors, Llc	New York	NY	07/2023	Present

07/2016 → 07/2023

Ameriprise Financial Services, Inc.

Midvale, UT
07/2023 → Present

Equitable Advisors, Llc

New York, NY

Previous Registrations

2016-07-22 → 2023-06-28

Ameriprise Financial Services, Llc

Midvale, UT
2009-06-01 → 2016-08-16

Morgan Stanley

Holladay, UT
2007-04-02 → 2009-06-01

Morgan Stanley & Co. Llc

Holladay, UT
2006-02-24 → 2007-04-02

Morgan Stanley Dw Inc.

Midvale, UT

Other Businesses

1. Bollinger Advisors, LLC; 2825 E Cottonwood Parkway, Suite 430, Salt Lake City, UT 84121; Principal Owner Member; Start 04/11/2024; Approx. 5 hours per month. 2. VARIOUS OUTSIDE INSURANCE APPOINTMENTS

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-02-22

S66 Uniform Combined State Law Examination

2006-02-22

View on SEC IAPD