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Jason Sheldon Nortell

Equitable Advisors, LLC

Indianapolis, IN

Carmel, IN

CRD 7756329

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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
TX RA APPROVED_RES 2026-05-27
IN RA APPROVED 2023-07-24
  • TX RA
    APPROVED_RES
    Since 2026-05-27
  • IN RA
    APPROVED
    Since 2023-07-24

Branch Locations

Indianapolis, IN • United States

10201 N. Illinois Street Suite #300, Carmel, IN 46290 • 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
Equitable Advisors, Llc New York NY 06/2023 Present
Hoosier Lottery Indianapolis IN 06/2022 04/2023
United Parcel Service Plainfield IN 05/2020 08/2020
Papa John's Pizza Avon IN 01/2019 08/2019
Portillo's Avon IN 06/2018 08/2018
Walmart Avon IN 05/2017 12/2017
Fazoli's Avon IN 02/2017 04/2017
Iupui Indianapolis IN 08/2019 05/2023
Avon High School Avon IN 09/2015 08/2019
  • 06/2023 → Present
    Equitable Advisors, Llc
    New York, NY
  • 06/2022 → 04/2023
    Hoosier Lottery
    Indianapolis, IN
  • 05/2020 → 08/2020
    United Parcel Service
    Plainfield, IN
  • 01/2019 → 08/2019
    Papa John's Pizza
    Avon, IN
  • 06/2018 → 08/2018
    Portillo's
    Avon, IN
  • 05/2017 → 12/2017
    Walmart
    Avon, IN
  • 02/2017 → 04/2017
    Fazoli's
    Avon, IN
  • 08/2019 → 05/2023
    Iupui
    Indianapolis, IN
  • 09/2015 → 08/2019
    Avon High School
    Avon, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-12
  • S66 Uniform Combined State Law Examination
    2023-07-12

View on SEC IAPD

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