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Jake Alexander Mclaughlin-Voien

Equitable Advisors, LLC

San Francisco, CA

CRD 8150071

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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:

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-30
  • CA RA
    APPROVED
    Since 2025-09-30

Branch Locations

275 Battery Street Suite 700, San Francisco, CA 94111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equator Coffee And Tea Sausalito CA 07/2025 08/2025
Unemployed Corte Madera CA 05/2025 07/2025
Tulane Department Of Germanic And Slavic Studies New Orleans LA 09/2024 05/2025
Institute Of World Politics Washington DC 05/2024 08/2024
Tulane University New Orleans LA 08/2021 05/2025
Orleans Public Defenders New Orleans LA 06/2023 08/2023
Reading Is Fundamental Washington DC 11/2022 05/2023
Commander's Palace New Orleans LA 03/2022 06/2022
Equator Coffee And Tea Sausalito CA 08/2020 08/2021
Student Mill Valley CA 08/2015 08/2021
Equitable Advisors, Llc New York NY 09/2025 Present
  • 07/2025 → 08/2025
    Equator Coffee And Tea
    Sausalito, CA
  • 05/2025 → 07/2025
    Unemployed
    Corte Madera, CA
  • 09/2024 → 05/2025
    Tulane Department Of Germanic And Slavic Studies
    New Orleans, LA
  • 05/2024 → 08/2024
    Institute Of World Politics
    Washington, DC
  • 08/2021 → 05/2025
    Tulane University
    New Orleans, LA
  • 06/2023 → 08/2023
    Orleans Public Defenders
    New Orleans, LA
  • 11/2022 → 05/2023
    Reading Is Fundamental
    Washington, DC
  • 03/2022 → 06/2022
    Commander's Palace
    New Orleans, LA
  • 08/2020 → 08/2021
    Equator Coffee And Tea
    Sausalito, CA
  • 08/2015 → 08/2021
    Student
    Mill Valley, CA
  • 09/2025 → Present
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-06
  • S66 Uniform Combined State Law Examination
    2025-08-06
Other Names
  • Jake Alexander Mclaughlin-Voien
  • Jake Alexander Voien
  • Jake Voien
  • Jake Mclaughlin-Voien

View on SEC IAPD

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