Jeffrey Bruce Schankerman

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2009 → 03/2017
  Metlife Securities, Inc.
  Evanston, LA
• 03/2017 → 12/2025
  Mml Investors Services, Llc
  Merrillville, IN
• 07/2016 → 12/2025
  Massmutual Life Insurance Company
  Merrillville, IN
• 12/2025 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2017-03-25 → 2025-12-02
  Mml Investors Services, Llc
  Evanston, IL
  Merrillville, IN
  Crown Point, IN
  Merrillville, IN
• 2010-01-07 → 2017-03-25
  Msi Financial Services, Inc.
  Gary, IN
  Evanston, IL
  Broadview Hts, OH
  Merrillville, IN
  Gary, IN
  Skokie, IL

Other Businesses

Independent Agent - Outside fixed insurance sales. DBA: Infinity Strategic Partners, LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-04-20
• S63 Uniform Securities Agent State Law Examination
  2005-11-02

Other Names

• Jeff Schankerman