Joshua Alan Jackson

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

Authority	Category	Status	Date
TX	RA	APPROVED	2024-07-15
AZ	RA	APPROVED	2023-09-18

TX RA
APPROVED

Since 2024-07-15
AZ RA
APPROVED

Since 2023-09-18

Branch Locations

Queen Creek, AZ • United States

14851 N. Scottsdale Road Suite 103, Scottsdale, AZ 85254 • 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

Organization	City	State	From	To
Equitable Advisors, Llc	New York	NY	08/2023	Present
Unemployed	San Tan Valley	AZ	07/2023	07/2023
Cahokia Unit School District #187	Cahokia	IL	08/2014	06/2023

08/2023 → Present

Equitable Advisors, Llc

New York, NY
07/2023 → 07/2023

Unemployed

San Tan Valley, AZ
08/2014 → 06/2023

Cahokia Unit School District #187

Cahokia, IL

Other Businesses

04/2022 to Present - Copperhead Road Investments, LLC; Investment Related; 504 B Chapman St., Edwardsville, IL 62025; company holds investments for my Roth IRA; Manager; 02/2022 to Present - Holdin' Mine Own LLC; Non-investment Related; 504 B Chapman St., Edwardsville, IL 62025; ticket resale and yield farming/LP staking; Owner; 1-2 hours/week

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-07-28

S66 Uniform Combined State Law Examination

2023-07-28

Other Names

Joshua Alan Jackson
Josh Jackson
Joshua Jackson

View on SEC IAPD