James Alan Kabakow

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 11/2025 → Present
  Equity Services Inc
  Montpelier, VT
• 05/2024 → Present
  Bin 113 Llc
  Fairfield, CT
• 01/2024 → 04/2024
  Unemployed
  Westport, CT
• 03/2007 → 12/2023
  Media Horizons Llc
  Norwalk, CT
• 10/2025 → Present
  National Life Group
  Melville, NY

Other Businesses

*WEALTHBRIDGE FINANCIAL,675 THIRD AVENUE, SUITE 900, NEW YORK, NY 10017,11/14/2025,ONGOING, INSURANCE,AGENT,INV REL,DURING DURING TRD/HRS,90%*JAMES KABAKOW,675 THIRD AVENUE, SUITE 900, NEW YORK, NY 10017,11/13/2025, ONGOING,INV REL,DURING TRD/HRS, INSURANCE, AGENT,20%*BIN 113 LLC,131 EUNICE AVENUE, FAIRFIELD, CT 06824, NOT INV REL,MARKETING SERVICES,SALES & MARKETING,MANAGING PARTNER,05/2024,DURING TRD/HRS,1 HR/WK*MARKETING CLUB OF NEW YORK, 153 ROSEVILLE ROAD, WESTPORT, CT, 06880,05/18/2026,ONGOING, NON-PROFIT, MEMBER OF BOARD OF DIRECTORS/VOLUNTEER, NOT INV REL, NOT DURING TRD/HRS, 2%.

Exams

• S66 Uniform Combined State Law Examination
  2026-01-20