Jacob Lewis

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

• 05/2010 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 05/2010 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

As of 4/12/2017-I I am a Owner/taxpayer of raw land in Itasca county MN. There are no Equitable clients involved in this entity, and the land does not generate any revenue on an annual basis. Lewis Family Holdings LLC 30910 Government Dr Pequot Lakes MN 56472, owner with spouse, 1 hour per month

Exams

• S66 Uniform Combined State Law Examination
  2010-10-12