John Marshall Lefferts

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

• 08/2022 → Present
  Equitable Advisors, Llc
  New York, NY
• 06/2022 → 08/2022
  Unemployed
  Los Angeles, CA
• 07/2021 → 06/2022
  Alliantgroup, Lp
  Houston, TX
• 10/2020 → 07/2021
  Alliantgroup, Lp
  Houston, TX
• 08/2019 → 10/2020
  Alliantgroup, Lp
  Houston, TX
• 09/2016 → 10/2018
  Stepstone Group
  La Jolla, CA
• 08/2015 → 08/2019
  University Of San Diego
  San Diego, CA

Other Businesses

Board Member and President of Southern California Chapter for the Episcopal School of Dallas Alumni Association. Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-12
• S63 Uniform Securities Agent State Law Examination
  2022-11-07

Other Names

• Marshall Lefferts