Jenna
Caraccio
Equitable Advisors, LLC
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About this Advisor
Jenna Caraccio is a financial advisor operating out of Edison, New Jersey who has 2 years of industry experience. Caraccio is on the advisory team at Equitable Advisors, LLC. Their career trajectory has included roles at Morris Hills Regional District, Centenary University, Id Tech Camps, North Arlington School District, Equitable Advisors LLC, Ursinus College and The College Of New Jersey. Caraccio has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey and Pennsylvania. 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 people on staff. It handles $25 billion in assets across its 75,222 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 177 charitable organizations. Of its 75,222 client accounts, 42% are associated with high-net-worth clients who have greater than $1 million in assets. Equitable Advisors, LLC provides 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. A financial advisor's fees usually are based on the services offered. Fee types charged by Equitable Advisors, LLC most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$24,555,313,983
5,251
75,222
$326,438
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
Jenna Caraccio Work History
Jenna has been registered as a financial advisor for 2 years.*
Centenary University
Equitable Advisors LLC
The College Of New Jersey
Morris Hills Regional District
North Arlington School District
Id Tech Camps
Ursinus College
*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 Jenna Caraccio 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
Andalusia, AL
Bellevue, WA
Morristown, NJ
Savannah, GA
Shelton, CT
Milwaukee, WI
Selma, AL
Salt Lake City, UT
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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