Jeffrey
Gatchel

Equitable Advisors, LLC

CRD#5200571
Investment Advisor
in Ames, IA

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About this Advisor

Jeffrey Gatchel is a financial advisor working out of Ames, Iowa, who has 16 years of experience as a financial advisor. Gatchel is on the advisory team at Equitable Advisors, LLC. Throughout their career, they have worked at Axa Advisors, LLC and Equitable Advisors, LLC. Gatchel holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona, Florida, Iowa, Missouri, Nebraska, Texas and Wisconsin. Equitable Advisors, LLC is a firm based out of Ames, Iowa. It has offices in 867 locations and a total of 5,450 employees. It has $28 billion in assets across its 70,048 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 166 charities and foundations. Of its 70,048 client accounts, 42% are held by high-net-worth investors who have more than $1 million in assets available to invest. Equitable Advisors, LLC offers a number of services, such as 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 advice largely vary depending on which services are offered. However, fees charged by Equitable Advisors, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

16 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

Disclosures

No

Office Location

616 Burnett Ave Po Box 686
Ames, IA 50010

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$27,972,405,590

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

5,450

IA Average: 88
Total Number of Accounts

70,048

IA Average: 3,892
Average Account Size

$399,332

IA Average: $1,917,921

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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

Jeffrey Gatchel Work History

Jeffrey has 16 years of experience.

2006 - Present (17 years)

Equitable Advisors, LLC

2006 - 2020 (14 years)

Axa Advisors, LLC

Disclosures

Jeffrey Gatchel has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Equitable Advisors, LLC

Jerime Mordew
Akron, OH
Adam Bishop
Bellevue, WA
Rene Negron
Miami, FL
Steve Felsen
Woodland Hills, CA
Brian Eckhoff
Houston, TX
Steven Tenenzapf
Edison, NJ
William Nichols
Austin, TX
William Stiles
St. Louis, MO

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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