Joseph Alan Yurglich

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

• 01/2018 → 04/2019
  Northwestern Mutual Investment Services Llc
  West Palm Beach, FL
• 04/2016 → 01/2018
  Unemployed
  West Palm Beach, FL
• 04/2019 → 12/2019
  Unemployed
  Greenwood Village, CO
• 01/2020 → 12/2021
  Private Client Services
  Denver, CO
• 01/2020 → 12/2021
  Prime Capital Investment Advisors
  Overland Park, KS
• 02/2022 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2020-01-06 → 2022-02-09
  Prime Capital Financial
  Denver, CO
  Overland Park, KS
• 2019-02-06 → 2019-05-03
  Northwestern Mutual Investment Services, Llc
  West Palm Bch, FL

Exams

• S66 Uniform Combined State Law Examination
  2019-02-01

Other Names

• Joseph Alan Yurglich
• Joe Yurglich
• Joey Yurglich
• Joseph Yurglich