Jake
Edwards
Equitable Advisors, LLC
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About this Advisor
Jake Edwards is a financial advisor based in Scottsdale, Arizona, working with Equitable Advisors, LLC. Jake has previously held positions at Robinhood Financial, LLC, University Of Arizona, Rjp Estate Planning, James Baumann CFP®, Micamp Solutions, School, Robinhood Markets, Inc, Equitable Advisors, LLC, and Wells Fargo Clearing Services, Inc. Jake has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Arizona. Currently, Jake is part of Equitable Advisors, LLC, which operates out of Scottsdale, Arizona. The firm has 885 offices and 5,565 employees. The firm manages assets totaling $29.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equitable Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$29,776,092,676
5,565
79,686
$373,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jake Edwards Work History
Equitable Advisors, LLC
Wells Fargo Clearing Services, Inc
Robinhood Financial, LLC
Robinhood Markets, Inc
Rjp Estate Planning
Micamp Solutions
James Baumann CFP®
Univeristy Of Arizona
School
Disclosures
Please visit the SEC profile of Jake Edwards to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Equitable Advisors, LLC
Shelton, CT
Erie, PA
Conshohocken, PA
Falls Church, VA
Wellesley Hills, MA
Columbia, MD
Rochester, NY
Loveland, CO
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
