Jessica Nicole Klucka

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

• 09/2012 → 06/2020
  Axa Equitable
  Clifton Park, NY
• 09/2015 → 06/2020
  Axa Advisors Llc
  New York, NY
• 09/2012 → 04/2024
  Equitable
  Clifton Park, NY
• 09/2015 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1. Administrator or executor of an estate or trustee of a trust, son, not agent of record on his accounts

Exams

• S66 Uniform Combined State Law Examination
  2016-06-21

Other Names

• Jessica Whitaker
• Jessica Nicole Whitaker