Jennifer Gale Morales

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

• 04/2015 → 12/2016
  Pfs Investments Inc.
  Tampa, FL
• 08/2012 → 12/2016
  Access Distance Learning
  Troy, AL
• 06/2016 → 12/2016
  Applebee'S
  Riverview, FL
• 03/2017 → 08/2017
  Platinum Wealth Partners
  Tampa, FL
• 10/2017 → 10/2025
  Valic Financial Advisors, Inc
  Tampa, FL
• 12/2022 → 10/2025
  Agia
  Houston, TX
• 11/2023 → 04/2025
  Rbi
  Riverview, FL
• 10/2025 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2017-10-26 → 2025-11-07
  Valic Financial Advisors, Inc.
  Tampa, FL
• 2017-03-30 → 2018-01-08
  Platinum Wealth Partners
  Tampa, FL

Other Businesses

1. Outside Fixed Insurance Sales. 2. Girl Scouts of Central Florida, 12332 Cedarfield Dr. Riverview, FL, youth organization. Troop leader, volunteer for events, 4 hour per Month, start date 08/15/2022, not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-24
• S63 Uniform Securities Agent State Law Examination
  2015-06-15

Other Names

• Jennifer Gale Manuel
• Jennifer Gale Mccorkle
• Jennifer Gale Morales
• Jennifer Morales