Joshua Jamieson

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

• 06/2024 → 09/2024
  The Best Electrical Co
  San Jose, CA
• 09/2023 → 06/2024
  Unemployed
  Capitola, CA
• 06/2023 → 09/2023
  The Best Electrical Co
  San Jose, CA
• 09/2022 → 06/2023
  Unemployed
  Capitola, CA
• 06/2022 → 09/2022
  The Best Electrical Co
  San Jose, CA
• 08/2020 → 06/2022
  Unemployed
  Capitola, CA
• 09/2024 → 01/2026
  Unemployed
  Capitola, CA
• 09/2018 → 08/2020
  Almaden Golf And Country Club
  San Jose, CA
• 11/2015 → 09/2018
  Unemployed
  Capitola, CA
• 01/2026 → Present
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-10-21

Other Names

• Josh Jamieson