Best Investors Account Sign in

Jonah Charles Freund

Equitable Advisors, LLC

Greenwood Village, CO

Claim This Profile
Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-08-05
  • CO RA
    APPROVED
    Since 2026-08-05

Branch Locations

5613 Dtc Parkway Suite 600, Greenwood Village, CO 80111 • 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
Syracuse University Ambulance Syracuse NY 10/2022 05/2026
Sunfridge Brewery Essex CT 05/2025 09/2025
Drakos Clinical Dynamics Syracuse NY 06/2024 11/2024
Luigi's Restaurant Old Saybrook CT 10/2020 01/2025
Westbrook Middle School Westbrook CT 07/2016 08/2018
Westbrook High School Westbrook CT 08/2018 05/2022
Yale School Of Medicine New Haven CT 02/2023 03/2025
Unemployed Denver CO 06/2026 08/2026
Equitable Advisors, Llc. New York NY 08/2026 Present
  • 10/2022 → 05/2026
    Syracuse University Ambulance
    Syracuse, NY
  • 05/2025 → 09/2025
    Sunfridge Brewery
    Essex, CT
  • 06/2024 → 11/2024
    Drakos Clinical Dynamics
    Syracuse, NY
  • 10/2020 → 01/2025
    Luigi's Restaurant
    Old Saybrook, CT
  • 07/2016 → 08/2018
    Westbrook Middle School
    Westbrook, CT
  • 08/2018 → 05/2022
    Westbrook High School
    Westbrook, CT
  • 02/2023 → 03/2025
    Yale School Of Medicine
    New Haven, CT
  • 06/2026 → 08/2026
    Unemployed
    Denver, CO
  • 08/2026 → Present
    Equitable Advisors, Llc.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-09
  • S66 Uniform Combined State Law Examination
    2026-07-09

View on SEC IAPD

Other Firms

DODDS WEALTH, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
AXS CAPITAL, LLC
MORGAN STANLEY
RBC CAPITAL MARKETS, LLC
LPL FINANCIAL LLC
WESTERN WEALTH MANAGEMENT LLC
CONCURRENT INVESTMENT ADVISORS, LLC

Other Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford
DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

More in Greenwood Village, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor