Jonathan
Grantham

Equitable Advisors, LLC

CRD#6889596
Investment Advisor
in Flowood, MS

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About this Advisor

Jonathan Grantham is a financial advisor who works in Flowood, Mississippi with a total of 5 years of industry experience. Grantham currently works for Equitable Advisors, LLC. Over the course of their career, they have held roles at J. Grant Menswear, Axa Advisors, LLC and Equitable Advisors, LLC. Grantham maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida, Georgia, Indiana, Louisiana, Mississippi, North Carolina, Oklahoma, South Carolina, Texas, Virginia and Washington. Equitable Advisors, LLC is a firm headquartered in New York, NY. It has offices in 885 locations and a total of 5,251 people on staff. It handles $25 billion in assets under management among its 75,222 accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 177 charitable organizations. Of its 75,222 customer accounts, 42% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm provides a broad set 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 management fees are based on the type of financial services. Fee types charged by Equitable Advisors, LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

111 Belle Meade Point Suite A
Flowood, MS 39232

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

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

5,251

MS Average: 88
Total Number of Accounts

75,222

MS Average: 3,892
Average Account Size

$326,438

MS 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

Jonathan Grantham Work History

Jonathan has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Equitable Advisors, LLC

2017 - 2020 (3 years)

Axa Advisors, LLC

2010 - 2017 (7 years)

J. Grant Menswear

*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 Jonathan Grantham 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

Clay Knuth
Tampa, FL
David Mebs
Conshohocken, PA
Kyle Lynch
Dallas, TX
Alex Osmond
Golden, CO
Stephen Curlee
Franklin, TN
Delawar Roashan
New York, NY
Steven South
Selma, AL
Gerald Grant
Falls Church, VA

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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