Jack
Somer
Equity Services, Inc
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About this Advisor
Jack Somer is a financial advisor based in New York, New York, working with Equity Services, Inc. Jack has previously held positions at Guardian Life Ins. Co, Park Avenue Securities LLC, National Life Ins Co, and Equity Services, Inc. Jack has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Jack is part of Equity Services, Inc, which operates out of New York, New York. The firm has 230 offices and 450 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equity Services, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equity Services, Inc Brokerage Details
$2,124,751,345
450
11,558
$183,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jack Somer Work History
National Life Ins Co
Equity Services, Inc
Park Avenue Securities LLC
Guardian Life Ins. Co
Disclosures
Please visit the SEC profile of Jack Somer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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