Best Investors Account Sign in

Jacob Walter Kopek

Equitable Advisors, LLC

Syracuse, NY

Claim This Profile
Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-10-01
  • NY RA
    APPROVED
    Since 2024-10-01

Branch Locations

507 Plum Street Suite 200, Syracuse, NY 13204 • 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 06/2024 Present
The Cheesecake Factory Syracuse NY 08/2022 05/2026
Onondaga Golf And Country Club Fayetteville NY 05/2022 11/2023
Rapid Response Monitoring Syracuse NY 11/2022 04/2023
Town Of Geddes Highway Dept. Syracuse NY 05/2022 09/2022
Walgreens Camillus NY 02/2021 05/2021
Papas Express Pizzeria Marcellus NY 04/2019 08/2020
The Wildcat Camillus NY 04/2018 11/2018
St. John Fisher College Rochester NY 08/2020 04/2022
Le Moyne College Syracuse NY 08/2022 05/2024
West Genesee High School Camillus NY 09/2016 06/2020
  • 06/2024 → Present
    Equitable Advisors, Llc
    New York, NY
  • 08/2022 → 05/2026
    The Cheesecake Factory
    Syracuse, NY
  • 05/2022 → 11/2023
    Onondaga Golf And Country Club
    Fayetteville, NY
  • 11/2022 → 04/2023
    Rapid Response Monitoring
    Syracuse, NY
  • 05/2022 → 09/2022
    Town Of Geddes Highway Dept.
    Syracuse, NY
  • 02/2021 → 05/2021
    Walgreens
    Camillus, NY
  • 04/2019 → 08/2020
    Papas Express Pizzeria
    Marcellus, NY
  • 04/2018 → 11/2018
    The Wildcat
    Camillus, NY
  • 08/2020 → 04/2022
    St. John Fisher College
    Rochester, NY
  • 08/2022 → 05/2024
    Le Moyne College
    Syracuse, NY
  • 09/2016 → 06/2020
    West Genesee High School
    Camillus, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-09
  • S66 Uniform Combined State Law Examination
    2024-09-09
Other Names
  • Jacob Kopek

View on SEC IAPD

Other Firms

RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
COMMONWEALTH FINANCIAL NETWORK
CHARLES SCHWAB & CO., INC.
STRATEGIC FINANCIAL SERVICES
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS
JANNEY MONTGOMERY SCOTT LLC

Other Investors

Eric Petranchuk
CAROL ANNE DOYLE
PHILIP E DEAN
Lea Brigitte DiGiovanni
J DANIEL PLUFF
FRANK PRIOR ARKINSON
THEODORE FRANK BINDER
MARCIA T. IRVIN

Other Offices

RBC CAPITAL MARKETS, LLC · SYRACUSE, NY
AMERIPRISE FINANCIAL SERVICES, LLC · SYRACUSE, NY
EAGLE STRATEGIES LLC · DEWITT, NY
EAGLE STRATEGIES LLC · DEWITT, NY
COMMONWEALTH FINANCIAL NETWORK · DeWitt, NY
CHARLES SCHWAB & CO., INC. · Dewitt, NY
STRATEGIC FINANCIAL SERVICES · Syracuse, NY
EAGLE STRATEGIES LLC · DEWITT, NY

More in Syracuse, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor