Jacob Edward Miller

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
IL	RA	APPROVED	2026-01-14
CT	RA	APPROVED	2026-01-08
FL	RA	APPROVED	2026-01-08
CA	RA	APPROVED	2026-01-07
NJ	RA	APPROVED	2026-01-07
NY	RA	APPROVED	2026-01-07

IL RA
APPROVED

Since 2026-01-14
CT RA
APPROVED

Since 2026-01-08
FL RA
APPROVED

Since 2026-01-08
CA RA
APPROVED

Since 2026-01-07
NJ RA
APPROVED

Since 2026-01-07
NY RA
APPROVED

Since 2026-01-07

Branch Locations

395 North Service Road Suite 206, Melville, NY 11747 • 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
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	09/2019
Morgan Stanley Smith Barney Llc	New York	NY	06/2015	09/2019
Commonwealth Financial Network	Waltham	MA	09/2019	01/2026
Kbk Wealth Management, Llc	New York	NY	09/2019	01/2026
Equitable Advisors, Llc	New York	NY	01/2026	Present

01/2015 → 09/2019

Morgan Stanley Private Bank, National Association

New York, NY
06/2015 → 09/2019

Morgan Stanley Smith Barney Llc

New York, NY
09/2019 → 01/2026

Commonwealth Financial Network

Waltham, MA
09/2019 → 01/2026

Kbk Wealth Management, Llc

New York, NY
01/2026 → Present

Equitable Advisors, Llc

New York, NY

Previous Registrations

2019-09-27 → 2026-01-08

Commonwealth Financial Network

New York, NY
2013-10-07 → 2019-09-25

Morgan Stanley

West Palm Beach, FL

New York, NY

West Palm Beach, FL

New York, NY

West Palm Beach, FL

Other Businesses

1. Fixed insurance sales; As of 09/20/2019; <10% time spent during business hours; Conducted at branch location; Investment related.2. Member/Part Owner, Hudson JEMS, LLC, entity involved in granting loans to related entities for the purchase/development/sale of real estate; Located Hicksville, NY; As of 01/31/19; 0% time during business hours; Not at branch; Investment related.3. Co-owner, Hudson Jems Two, LLC, entity involved in granting loans to related entities for the purchase/development/sale of real estate; Located Hicksville, NY; As of 8/21/2022; 0% time during business hours; Not conducted at branch; Investment related.4. Co-owner, Hudson Olivia Developers Two, LLC, entity est. as a real estate holding co. for the purchase/development/sale of real estate properties; Located Hicksville, NY; As of 8/22/2022; 0% time during business hours; Not conducted at branch; Investment related.5. Co-owner and Manager, JJM Wealth MGMT LLC - Located in New York, NY as of 02/06/2024; 1% time spent during business hours; Conducted at branch; Investment related.6. Trustee of Trust - Uncle (Daniel Chestler Family Trust Jacob Miller) 11.22.2021 7. DBA: JEM Wealth Management, President/Founder