Jordan Anthony De Perio

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2026-08-26
TX	RA	APPROVED	2024-04-02
NY	RA	APPROVED	2023-02-22

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Equitable Advisors, Llc	New York	NY	11/2022	Present
Suny Oswego	Oswego	NY	08/2020	12/2022
Door Dash	Oswego	NY	06/2020	11/2022
Dairy Queen	Williamsville	NY	04/2019	08/2019
Six Flags Darien Lake	Corfu	NY	05/2017	08/2018
State University Of New York (Suny) College At Oswego	Oswego	NY	07/2019	12/2022
Clarence Senior High School	Buffalo	NY	08/2015	06/2019

11/2022 → Present

Equitable Advisors, Llc

New York, NY
08/2020 → 12/2022

Suny Oswego

Oswego, NY
06/2020 → 11/2022

Door Dash

Oswego, NY
04/2019 → 08/2019

Dairy Queen

Williamsville, NY
05/2017 → 08/2018

Six Flags Darien Lake

Corfu, NY
07/2019 → 12/2022

State University Of New York (Suny) College At Oswego

Oswego, NY
08/2015 → 06/2019

Clarence Senior High School

Buffalo, NY

Clarence Chamber of Commerce - Board Member non-financial - Williamsville, NY - 01/01/2025 - 15hrs/month

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-09-16

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