Jeffrey Alan Mcnaughton

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

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1. Rotary Club of Park Cities; 8350 N Central Expy, Ste 1900, Dallas TX 75206; Board Member; Start 7/1/2026; Approx 6 hours/month. 2. RCPC Foundation; 8350 N Central Expw, Ste 1900, Dallas TX 75206; Board Member; Start 7/1/2026; Approx 1 hr/mo. 3. VARIOUS OUTSIDE INSURANCE/BROKERAGE APPOINTMENTS

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-29
• S63 Uniform Securities Agent State Law Examination
  1994-08-12

Other Names

• Jeff Mcnaughton
• J A Mcnaughton