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Jacob Christian Lancaster

Equitable Advisors, LLC

Austin, TX

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-02
  • TX RA
    APPROVED
    Since 2024-12-02

Branch Locations

8911 N. Capital Of Texas Highway Bldg 4, Suite4350, Austin, TX 78759 • 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
OrganizationCityStateFromTo
University Of Texas At Austin Austin TX 08/2020 12/2023
Twin Oak Advisors Austin TX 10/2022 05/2023
Pluckers Wing Bar Cypress TX 05/2021 01/2022
Lupe Tortilla Cypress TX 07/2020 01/2021
Cy-Fair High School Cypress TX 08/2016 06/2020
Unemployed Austin TX 01/2022 09/2022
Thrivent Investment Management Inc Minneapolis MN 04/2024 10/2024
Unemployed Austin TX 01/2024 02/2024
Equitable Advisors, Llc. New York NY 11/2024 Present
Unemployed Cypress TX 01/2021 05/2021
  • 08/2020 → 12/2023
    University Of Texas At Austin
    Austin, TX
  • 10/2022 → 05/2023
    Twin Oak Advisors
    Austin, TX
  • 05/2021 → 01/2022
    Pluckers Wing Bar
    Cypress, TX
  • 07/2020 → 01/2021
    Lupe Tortilla
    Cypress, TX
  • 08/2016 → 06/2020
    Cy-Fair High School
    Cypress, TX
  • 01/2022 → 09/2022
    Unemployed
    Austin, TX
  • 04/2024 → 10/2024
    Thrivent Investment Management Inc
    Minneapolis, MN
  • 01/2024 → 02/2024
    Unemployed
    Austin, TX
  • 11/2024 → Present
    Equitable Advisors, Llc.
    New York, NY
  • 01/2021 → 05/2021
    Unemployed
    Cypress, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-14
  • S66 Uniform Combined State Law Examination
    2024-11-14

View on SEC IAPD

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Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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