Joseph Andrew Zolna

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

• 03/2014 → 03/2017
  Joseph A Zolna Allstate Agency
  Bellefonte, PA
• 06/2014 → 03/2017
  Allstate Insurance Company
  Bellefonte, PA
• 08/2017 → 05/2019
  Axa Advisors, Llc
  New York, NY
• 03/2017 → 08/2017
  Unemployed
  Altoona, PA
• 03/2021 → 04/2024
  Infinex Investments, Inc.
  Meriden, CT
• 02/2021 → 04/2024
  Infirst Bank
  Indiana, PA
• 06/2019 → 01/2021
  Unemployed
  Altoona, PA
• 03/2021 → 04/2024
  Osaic Institutions, Inc
  Meriden, CT
• 04/2024 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2021-07-26 → 2024-04-05
  Osaic Institutions, Inc.
  Indiana, PA

Other Businesses

1) Rental Properties - Owner Non-Investment - Altoona, PA - 06/2023 - 4hrs/mth. 2) JZMotorsport - Owner Non-Investment - Altoona, PA - 01/2012 - 4hrs/mth. 3) Christy Oak Holdings LLC - Owner Non-Investment - Altoona, PA - 10/2024 - 6hrs/mth. 4) Independent Agent Outside Fixed Insurance Appointments.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-23
• S63 Uniform Securities Agent State Law Examination
  2016-04-02

Other Names

• Joe Andrew Zolna