Jake Latourette

Current Employers

Employment History

• 01/2015 → 06/2020
  Axa Advisors, Llc.
  New York, NY
• 01/2015 → 02/2023
  Equitable Advisors, Llc
  New York, NY
• 02/2023 → Present
  Hornor, Townsend & Kent, Llc
  Horsham, PA
• 02/2023 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA

Previous Registrations

• 2020-10-05 → 2023-02-16
  Equitable Advisors, Llc
  Mountainside, NJ
  New York, NY
  New York, NY
  Los Angeles, CA
  Los Angeles, CA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 2600 NORTH MILITARY TRAIL SUITE 420, BOCA RATON, FL 33431 | START DATE: 1/11/2023 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2) AURELIUS LEGACY PARTNERS | POSITION: AGENT | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 200 | SECURITIES TRADING HOURS: 200 | START DATE: 03/22/2023 | ADDRESS: 2600 NORTH MILITARY TRAIL SUITE 420, BOCA RATON, FL 33431, UNITED STATES | DESCRIPTION: INSURANCE SALES AND SERVICE OF MULTIPLE COMPANIES. 3)KARP FINANCIAL STRATEGIES | DBA NAME: AURELIUS LEGACY PARTNERS | POSITION: JOINT WORK PARTNER WITH APPROVED SPLIT CODE | NATURE: FINANCIAL PLANNING FOR KARP FINANCIAL STRATEGIES' CLIENTS | INVESTMENT RELATED: YES | NUMBER OF HOURS: 4 | SECURITIES TRADING HOURS: 4 | START DATE: 07/24/2025 | ADDRESS: 2600 N. MILITARY TRL, SUITE 420, BOCA RATON FL 33431 | DESCRIPTION: I WANT TO BE LISTED ON THEIR WEBSITE. I AM CONDUCTING FINANCIAL SERVICES UNDER MY APPROVED LICENSES. THIS IS MERELY SO I CAN BE SHOWN ON THEIR WEBSITE.

Exams

• S66 Uniform Combined State Law Examination
  2020-10-01
• S63 Uniform Securities Agent State Law Examination
  2015-02-10

Other Names

• Jake Latourette