Jared
Mathie
Equitable Advisors, LLC
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About this Advisor
Jared Mathie is a financial advisor who works in Jefferson, Ohio. Mathie works at Equitable Advisors, LLC. During their career, Mathie has held roles at Equitable Advisors, LLC, Louisville High School, Green Acres, Equitable, Swensons Drive-In, Bistro Of Oakwood, Louisville Ymca and Naturescapes Landscaping & Design. Mathie maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Ohio. Equitable Advisors, LLC is an advisory business that has its headquarters in New York, NY. The company has offices in 885 locations and a total of 5,251 people on staff. It oversees $25 billion in total assets across its 75,222 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 177 charitable organizations. Of its 75,222 client accounts, 42% belong to high-net-worth investors who have at least $1 million in assets available to invest. Equitable Advisors, LLC offers a wide set 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 fee schedules vary depending on the services offered. However, fee types billed by Equitable Advisors, LLC can include 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
Jared Mathie Work History
Jared has been registered as a financial advisor for 0 years.*
Equitable Advisors, LLC
Equitable
Swensons Drive-In
Louisville Ymca
Green Acres
Naturescapes Landscaping & Design
Bistro Of Oakwood
Louisville High School
*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 Jared Mathie 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
Lancaster, PA
Milwaukee, WI
Edison, NJ
New York, NY
Franklin, TN
Andalusia, AL
Selma, AL
Shelton, CT
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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