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Jake D Almeida

Equitable Advisors, LLC

New York, NY

Manalapan, NJ

CRD 7802528

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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
NY RA APPROVED 2026-04-08
NJ RA APPROVED 2024-09-05
  • NY RA
    APPROVED
    Since 2026-04-08
  • NJ RA
    APPROVED
    Since 2024-09-05

Branch Locations

1345 Avenue Of The Americas, New York, NY 10105 • UNITED STATES

Manalapan, NJ • 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 08/2023 Present
Freehold Township High School Freehold NJ 07/2014 06/2018
Precision Line Electric Marlboro NJ 06/2017 08/2017
Monmouth University Monmouth NJ 07/2018 05/2023
Monmouth University West Long Branch NJ 01/2020 05/2020
Equitable Manalapan NJ 04/2025 Present
  • 08/2023 → Present
    Equitable Advisors, Llc
    New York, NY
  • 07/2014 → 06/2018
    Freehold Township High School
    Freehold, NJ
  • 06/2017 → 08/2017
    Precision Line Electric
    Marlboro, NJ
  • 07/2018 → 05/2023
    Monmouth University
    Monmouth, NJ
  • 01/2020 → 05/2020
    Monmouth University
    West Long Branch, NJ
  • 04/2025 → Present
    Equitable
    Manalapan, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-26
  • S66 Uniform Combined State Law Examination
    2024-08-26
Other Names
  • Jake Almeida

View on SEC IAPD

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Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

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