Jeffrey
Gatchel
Equitable Advisors, LLC
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Equitable Advisors, LLC Brokerage Details
$27,972,405,590
5,450
70,048
$399,332
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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
Disclosures
Jeffrey Gatchel has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Equitable Advisors, LLC
Akron, OH
Bellevue, WA
Miami, FL
Woodland Hills, CA
Houston, TX
Edison, NJ
Austin, TX
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.
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