Jacquelyn Fisher Cortright

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

• 09/2014 → 06/2020
  Axa Advisors, Llc
  Bethesda, MD
• 09/2014 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2013-10-25 → 2013-12-07
  Osaic Fa, Inc.
  Silver Spring, MD
• 2009-10-15 → 2013-07-19
  Lpl Financial Llc
  North Bethesda, MD
  San Diego, CA
  Arlington, VA
  New Rochelle, NY
• 2007-01-17 → 2009-10-05
  Ubs Financial Services Inc.
  Bethesda, MD
  Weehawken, NJ
  Rockville, MD
• 2006-02-15 → 2007-01-19
  Ameriprise Financial Services, Llc
  Gaithersburg, MD
• 2002-07-02 → 2006-02-09
  Equitable Advisors, Llc
  Bethesda, MD

Other Businesses

Since 07/01/13, Limited Partner with Charles St Investors, a real estate partnership. c/o Greg Friedman, Atty 6216 Mazwood Rd Rockville, MD 20852. No active role in the Co.with $0 compensation.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-10-13
• S65 Uniform Investment Adviser Law Examination
  2000-09-02