James Bennett Finch

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

• 05/2022 → 11/2022
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 05/2020 → 05/2022
  Adt Security
  Indianapolis, IN
• 05/2019 → 06/2020
  Aldi Inc
  Fishers, IN
• 10/2018 → 05/2019
  Fry'S Electronics
  Fishers, IN
• 08/2017 → 10/2018
  Charter Communications
  Indianapolis, IN
• 08/2015 → 08/2016
  University Tower Dining
  Indianapolis, IN
• 08/2013 → 08/2017
  Indiana University At Indianapolis
  Indianapolis, IN
• 02/2023 → 05/2023
  Fidelity Investments
  Indianapolis, IN
• 11/2022 → 02/2023
  Doordash
  Indianapolis, IN
• 06/2023 → Present
  Aldi
  Fishers, IN
• 02/2025 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

Aldi - Store Associate - Started June 2023 - Not Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2025-02-21
• S63 Uniform Securities Agent State Law Examination
  2022-09-13

Other Names

• Jamie Bennett Finch
• James Bennett Finch