Jon
Neuhs

Equitable Advisors, LLC

CRD#1202684
Investment Advisor
in Pinehurst, NC

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About this Advisor

Jon Neuhs is a financial advisor operating out of Pinehurst, North Carolina who has 22 years of relevant experience. Neuhs is an advisor for Equitable Advisors, LLC. Their career trajectory has included roles at Axa Advisors, LLC and Equitable Advisors, LLC. Neuhs maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and North Carolina. Equitable Advisors, LLC is a financial advisory company headquartered in New York, NY. The investment advisory business has offices in 885 locations and a total of 5,251 people on staff. It controls $25 billion in assets under management among its 75,222 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 177 charities and foundations. Of its 75,222 client accounts, 42% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Equitable Advisors, LLC has 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. Financial management fees usually are based on the services provided. However, fee types charged by Equitable Advisors, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

22 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

Pinehurst, NC

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

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

5,251

NC Average: 88
Total Number of Accounts

75,222

NC Average: 3,892
Average Account Size

$326,438

NC 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

Jon Neuhs Work History

Jon has been registered as a financial advisor for 22 years.*

1999 - Present (25 years)

Equitable Advisors, LLC

1999 - 2020 (21 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 Jon Neuhs 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

Alex Osmond
Golden, CO
Delawar Roashan
New York, NY
Gerald Grant
Falls Church, VA
Kyle Lynch
Dallas, TX
Jeffrey Desmarais
Shelton, CT
Clay Knuth
Tampa, FL
Stephen Curlee
Franklin, TN
William Sorrentino
Edison, NJ

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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