Jason Michael Harris

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
TX	RA	APPROVED_RES	2026-08-12
CT	RA	APPROVED	2026-01-30
OH	RA	APPROVED	2022-09-14

TX RA
APPROVED_RES

Since 2026-08-12
CT RA
APPROVED

Since 2026-01-30
OH RA
APPROVED

Since 2022-09-14

Branch Locations

Monclova, OH • United States

3450 W. Central Ave Suite 240-A, Toledo, OH 43606 • 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
Equitable Advisors, Llc	New York	NY	07/2022	Present
J. Harris Capital, Llc	League City	TX	04/2008	07/2022
Thomas Reuters	Eagan	MN	11/2013	04/2018

07/2022 → Present

Equitable Advisors, Llc

New York, NY
04/2008 → 07/2022

J. Harris Capital, Llc

League City, TX
11/2013 → 04/2018

Thomas Reuters

Eagan, MN

Other Businesses

1) Toledo Rotary Club of Toledo - Finance Committee Member - Toledo, OH - 07/2023 - 1 hr/mth. 2) Membership Committee-Maumee Chamber of Commerce - Maumee, OH - 01/2023 - 1 hr/mth. 3) Ambassador-Findlay-Hancock County Chamber of Commerce - Findlay, OH - 10/04/2023 - 2 hrs/mth. 4) Toledo Estate & Financial Planning Council - Board Member Non-Investment - Sylvania, OH - 05/2026 - 4hrs/mth.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-09-08

S66 Uniform Combined State Law Examination

2022-09-08

Other Names

Jason Harris

View on SEC IAPD