Joshua
Jenkins

Equitable Advisors, LLC

CRD#7148741
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Joshua Jenkins is a financial advisor working out of Scottsdale, Arizona who has 4 years of industry experience. Jenkins is an advisor for Equitable Advisors, LLC. During their career, the advisor has held roles at Axa Advisors, LLC, Northern Arizona University, National Bank Of Arizona, Flagstaff Buick Gmc, Mama'S Hawaiian Bbq, Salpointe Catholic High School, Village Inn and Equitable Advisors, LLC. Jenkins holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona, California, Kansas, Michigan, New Mexico, Oregon and Texas. Equitable Advisors, LLC is a firm that has its headquarters in New York, NY. The company has offices in 885 locations and a total of 5,251 financial advisors. It handles $25 billion in assets under management between its 75,222 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 177 charitable organizations. Of its 75,222 customer accounts, 42% are associated with high-net-worth investors who have at least $1 million in assets. Equitable Advisors, LLC offers a diverse range of services, including 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. Financial advisory fee schedules largely vary depending on which service is offered. Fee types charged by Equitable Advisors, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

14851 N. Scottsdale Road Suite 103
Scottsdale, AZ 85254

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

AZ Average: $7,464,549,021
Total Number of Employees

5,251

AZ Average: 88
Total Number of Accounts

75,222

AZ Average: 3,892
Average Account Size

$326,438

AZ Average: $1,917,921

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

Joshua Jenkins Work History

Joshua has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Equitable Advisors, LLC

2019 - 2020 (1 year)

Axa Advisors, LLC

2018 - 2018 (< 1 year)

National Bank Of Arizona

2017 - 2018 (1 year)

Flagstaff Buick Gmc

2015 - 2019 (4 years)

Northern Arizona University

2015 - 2016 (1 year)

Mama'S Hawaiian Bbq

2014 - 2014 (< 1 year)

Village Inn

2012 - 2015 (3 years)

Salpointe Catholic High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joshua Jenkins 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

Gerald Grant
Falls Church, VA
Alex Osmond
Golden, CO
Stephen Curlee
Franklin, TN
Jennifer Farris
Trussville, AL
Kyle Lynch
Dallas, TX
Karan Mirchandani
New York, NY
Steven South
Selma, AL
Jeffrey Desmarais
Shelton, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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