Jacob Matthew Geoghean

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

• 08/2016 → 12/2016
  Jennifer's Restaurant
  Yorktown Heights, NY
• 06/2024 → 08/2025
  Wells Fargo Bank
  Armonk, NY
• 08/2023 → 06/2024
  Canon Business Process Services
  Stamford, NY
• 08/2023 → 05/2024
  Congregation Shir Shalom
  Ridgefield, CT
• 12/2019 → 08/2023
  Unemployed
  Yorktown Heights, NY
• 01/2019 → 12/2019
  Newconcepts Medical, P.C.
  Wappingers Falls, NY
• 06/2019 → 09/2019
  Interfaith Center Of New York
  New York, NY
• 01/2017 → 12/2018
  Plattsburgh State University
  Plattsburgh, NY
• 02/2017 → 08/2017
  Irises Cafe And Wine Bar
  Plattsburgh, NY
• 09/2025 → 07/2026
  Unemployed
  Yorktown Heights, NY
• 07/2026 → Present
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-04-03

Other Names

• Jacob Matthew Geoghean
• Jacob M Geoghean