John
Karakourtis

Equitable Advisors, LLC

CRD#7124956
Investment Advisor
in Oak Brook, IL

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About this Advisor

John Karakourtis is a financial advisor based out of Oak Brook, Illinois with a total of 3 years of industry experience. Karakourtis is on the advisory team at Equitable Advisors, LLC. Over the course of their career, they have held roles at Axa Advisors, LLC, Wells Fargo, Patriot Trading Group, Pnc Bank and Equitable Advisors, LLC. Karakourtis has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Arizona, Florida, Illinois and Kentucky. Equitable Advisors, LLC is a financial advisory company operating out of New York, NY. The investment advisory business has offices in 885 locations and a total of 5,251 advisors. It handles $25 billion in total assets between its 75,222 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 177 charities and foundations. Of its 75,222 customer accounts, 42% are held by high-net-worth investors who have at least $1 million in assets. Equitable Advisors, LLC performs a wide 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. Fees for financial management largely depend on which services the firm provides the client. Fees billed by Equitable Advisors, LLC most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

1515 W. 22Nd Street Suite 300
Oak Brook, IL 60523

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

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

5,251

IL Average: 88
Total Number of Accounts

75,222

IL Average: 3,892
Average Account Size

$326,438

IL 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

John Karakourtis Work History

John has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Equitable Advisors, LLC

2019 - 2020 (1 year)

Axa Advisors, LLC

2017 - 2018 (1 year)

Wells Fargo

2016 - 2017 (1 year)

Pnc Bank

2010 - 2016 (6 years)

Patriot Trading Group

*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 John Karakourtis 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

Michael Stenach
Minneapolis, MN
Sean Dambaugh
Mount Pleasant, SC
Jennifer Farris
Trussville, AL
Willie Myles
Cary, NC
William Sorrentino
Edison, NJ
Matthew Chirico
Stamford, CT
Jeffrey Desmarais
Shelton, CT
Stephen Curlee
Franklin, TN

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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