Jose Molina Iii

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

• 01/2022 → 10/2023
  Td Ameritrade
  Westlake, TX
• 11/2021 → 01/2022
  Unemployed
  Grand Prairie, TX
• 04/2018 → 11/2021
  Tib
  Dallas, TX
• 10/2017 → 04/2018
  Unemployed
  Dallas, TX
• 10/2023 → 05/2024
  Unemployed
  Grand Prairie, TX
• 06/2024 → Present
  Equitable Advisors, Llc
  New York, NY
• 10/2012 → 10/2017
  Fidelity Investments
  Westlake, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-15
• S63 Uniform Securities Agent State Law Examination
  2022-06-22

Other Names

• Jose Molina
• Jose Molina Iii