Jack Azar

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

• 11/2007 → 03/2024
  Crown Capital Securities, Lp
  Orange, CA
• 03/2024 → 08/2025
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2024 → 08/2025
  Cooper Mcmanus
  Irvine, CA
• 08/2025 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2024-03-18 → 2025-08-06
  Cooper Mcmanus
  Irvine, CA
• 2007-11-09 → 2024-03-19
  Crown Capital Securities, L.P.
  Laguna Hills, CA
  Laguna Hills, CA
  Orange, CA
• 1997-07-08 → 2007-11-09
  Pruco Securities, Llc.
  Irvine, CA
  Irvine, CA

Other Businesses

1. Insurance Agent - Outside Fixed Insurance Sales. 2. P&C and Group Health Insurance. Licensed agent; make referrals only to Risk Strategies. Located at: Irvine, CA. Not investment-related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-10-09
• S63 Uniform Securities Agent State Law Examination
  1994-07-21

Designations

• Certified Financial Planner
• Chartered Financial Consultant