Equitable Advisors, LLC
Answer a few questions and
get matched with an advisor.
or call us now at 1-888-467-5419
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Equitable Advisors, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Equitable Advisors, LLC
Axa Advisors, LLC
Jeffrey Gatchel has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Equitable Advisors, LLC
Woodland Hills, CA
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 firstname.lastname@example.org.
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.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.