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Jake Freeman

Equitable Advisors, LLC

New York, NY

CRD 7948510

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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 2024-07-29
  • NY RA
    APPROVED
    Since 2024-07-29

Branch Locations

1290 Avenue Of The Americas 4Th Fl, New York, NY 10104 • 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 07/2024 Present
Newtekone New Hyde Park NY 06/2023 08/2023
Levent Tel Aviv 06/2022 08/2022
Tyler Hill Camp Tyler Hill PA 06/2018 08/2019
University Of Michigan Ann Arbor MI 08/2020 05/2024
Unemployed New York NY 06/2014 06/2018
Unemployed New York NY 09/2019 07/2020
  • 07/2024 → Present
    Equitable Advisors, Llc.
    New York, NY
  • 06/2023 → 08/2023
    Newtekone
    New Hyde Park, NY
  • 06/2022 → 08/2022
    Levent
    Tel Aviv
  • 06/2018 → 08/2019
    Tyler Hill Camp
    Tyler Hill, PA
  • 08/2020 → 05/2024
    University Of Michigan
    Ann Arbor, MI
  • 06/2014 → 06/2018
    Unemployed
    New York, NY
  • 09/2019 → 07/2020
    Unemployed
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-26
  • S66 Uniform Combined State Law Examination
    2024-05-26

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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