Jeffrey Glenn West

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

• 03/2011 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 03/2011 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2008-06-12 → 2011-03-02
  Equity Services, Inc.
  Newton, MA
  Framingham, MA
  West Palm Beach, FL

Other Businesses

1) Financial Compass Group, LLC, Managing Partner, 2 hours/month ; 2) Administrator or executor of an estate or trustee of a trust for a non-family or family member; 3) Fairway Pointe Homeowners Association, Board Member, Boca Raton, FL, Since 11/2025. 4) Approved to conduct various outside insurance business outside of Equitable Network Crump

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-26
• S63 Uniform Securities Agent State Law Examination
  1985-04-22