Jarrett
Dewelde

Equitable Advisors, LLC

CRD#4615195
Investment Advisor
in Somerville, NJ

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About this Advisor

Jarrett Dewelde is a financial advisor based out of Somerville, New Jersey with a total of 20 years of industry experience. Dewelde is an advisor for Equitable Advisors, LLC. Throughout their career, they have worked at Axa Advisors, LLC and Equitable Advisors, LLC. Dewelde has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California, Colorado, Connecticut, Delaware, Florida, Georgia, New Hampshire, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina and Texas. Equitable Advisors, LLC is a registered investment company based out of New York, NY. The firm 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 investment advisory firms in the United States by assets under management. The firm advises 177 charities and foundations. Of its 75,222 client accounts, 42% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Equitable Advisors, LLC performs a number 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 advisory fee schedules vary depending on which services are offered. However, fee types charged by Equitable Advisors, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

20 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

50 Division Street Suite 501
Somerville, NJ 08876

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

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

5,251

NJ Average: 88
Total Number of Accounts

75,222

NJ Average: 3,892
Average Account Size

$326,438

NJ 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

Jarrett Dewelde Work History

Jarrett has been registered as a financial advisor for 20 years.*

2002 - Present (22 years)

Equitable Advisors, LLC

2002 - 2020 (18 years)

Axa Advisors, LLC

*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 Jarrett Dewelde 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

Sean Dambaugh
Mount Pleasant, SC
Brian Kelly
Houston, TX
William Sorrentino
Edison, NJ
Matthew Chirico
Stamford, CT
Stephen Curlee
Franklin, TN
Gerald Grant
Falls Church, VA
Steven South
Selma, AL
Willie Myles
Cary, NC

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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